We provide a comprehensive approach to our clients wealth management needs, creating financial security and peace of mind for individuals and their families. We accomplish this by providing a high level of service and a customized approach to managing our client’s wealth which addresses both their current needs and achievement of their long term goals.
We believe the most effective way to capitalize on positive market trends is to generally be fully invested across a broad and diversified range of equity asset classes, while also incorporating fixed income, alternative assets, and cash in smaller proportions as appropriate given our client’s risk tolerance, time horizon, and financial goals.
As the year progresses and the season changes, so too have some central bank rate cut expectations. We explain how investors should proceed. Read the Global Insight Monthly »
If you are not already a valued client, we invite you to experience the skill and dedication of a team built on integrity, client service and a spectrum of services for individuals, families, institutions and their assets.
Christine Cisco, CFP®, CPFA®
Patrick Signor, CFP®, MBA
The Cisco Signor Group is proud to be serving clients out of both the Buffalo and Watertown offices. We invite you to contact us to set up a meeting in one of our convenient locations:
Q1 results have brought a mix of highlights and lowlights. We examine these opposing forces, how the Magnificent 7 narrative may change in coming quarters, and how to calibrate equity exposure in this unique period.