Our Mission

CGIS provides client centered financial solutions. CGIS will always put the client first in designing and executing a financial strategy that achieves the client's financial goals.

990 Biscayne Boulevard,Suite O-901,Miami, Florida 33132 USA

Our Partners

CGIS has many partners that assure our clients of 'best in class' execution, as well as CGIS' financial transparency and strength. We have entered into Agreements with several vendors that are known as being amongst the best in their respective fields. Examples include:
  • CGIS Securities LLC is an introducing broker and clears through Pershing LLC.
    Pershing and its affiliates provide global financial business solutions to approximately 1,600 financial organizations, broker-dealers, registered investment advisory firms, fund managers and asset managers who represent over 5.6 million active accounts. Located in 23 offices worldwide, Pershing delivers dependable operational support, robust trading services, flexible technology, an expansive array of investment solutions, practice management support and service excellence. Pershing is a member of every major U.S. securities exchange, and its international affiliates are members of the Deutsche Börse, Australian Stock Exchange, Irish Stock Exchange, London Stock Exchange and Toronto Stock Exchange. Pershing LLC (member FINRA/NYSE/SIPC) is a BNY Mellon company. Additional information is available on www.pershing.com
  • SMARSH: SMARSH provides CGIS with a full back up of client communication via email, texting and Instant Messaging. They host our fully-secure website from which clients can access their accounts at Pershing LLC. To learn more go to www.smarsh.com
  • Maven Strategic Solutions, LLC.: Maven Strategic provides ongoing services to CGIS in the area of financial regulations and operations. To learn more go to www.mavenstrategic.com