Cigale Financial Services

Cigale Finance helps individuals and businesses manage their finances through strategies for budgeting, saving, tax planning, and investing. We work with you to build a tailored financial plan to meet your goals. Services are offered as hourly consultations or as a one-time comprehensive project, depending on scope and complexity.

Cigale Finance helps individuals achieve their financial goals by managing and continuously reviewing their investment accounts. We work with you to build investment portfolios tailored to your risk tolerance, goals, financial situation, and investment horizon. Investments may include mutual funds, ETFs, individual stocks, bonds, and other suitable securities, and we may recommend various account types such as brokerage accounts, Traditional or Roth IRAs, and self-employed 401(k)s. Fees are based on a percentage of assets under management and are deducted quarterly. 

Cigale Finance helps local non-profit organizations by enabling them to delegate the management of their investment portfolios or endowments. Services include monitoring portfolios, managing risk and liquidity, asset allocation, developing investment policies, and ensuring compliance. By using Cigale Finance’s OCIO services, organizations can focus on their mission without the costs and challenges of managing investments in-house. Fees are based on a percentage of total assets under management and are deducted quarterly.