Cs Advisors Inc.

CS Advisors Inc. is an Investment Advisory firm based in Boca Raton, FL, specializing in managing investments for clients since 2002. They offer comprehensive wealth planning and investment management services to professionals, business owners, affluent clients, and institutions. Operating under a fiduciary standard, CS Advisors is committed to acting in the best interest of clients, monitoring portfolios, and disclosing conflicts of interest. Their investment philosophy focuses on long-term strategies, research-driven approaches, strategic diversification, and tactical strategies to manage risk effectively. They emphasize tailored advisory services, including pension consulting for employee benefit plans. As of December 31, 2024, CS Advisors managed assets totaling $102,720,610. Regarding fees, CS Advisors charges a basic fee schedule based on assets under management, with the ability to negotiate fees based on assets. They offer various fee structures, including hourly, flat fee, and subscription fee options. The firm does not charge performance-based fees and serves a diverse range of clients, including individuals, high net worth individuals, business owners, corporate pension and profit-sharing plans, partnerships, charitable institutions, foundations, private investment funds, and trusts. The firm exercises investment discretion on behalf of clients and does not vote proxies on client securities. CS Advisors maintains a strict privacy policy to protect client information and offers transparency regarding the collection, use, and protection of personal data. Clients have the right to access and correct their information, and the firm is committed to safeguarding client data and complying with regulatory requirements. For further information, clients can contact the Chief Compliance/Data Protection Officer at (561) 241-9301 or [email protected].