CGI PLAN ADVISORS, INC.

Overview

CGI Plan Advisors, Inc. is a corporation registered with the SEC in 2020 that operates primarily as an institutional advisor and pension consultant. The firm’s advisory work centers on portfolio management for individuals and small businesses, pension consulting services, and running educational seminars and workshops. Fee arrangements are flexible and include percentage-of-AUM fees, hourly charges and fixed fees. Investment activity is run almost entirely on a non‑discretionary basis: clients retain final authority while the firm provides advice and plan-level guidance. For public market exposure the firm relies heavily on pooled vehicles—mutual funds and other public funds—while supplementing core allocations with third‑party alternative managers when appropriate. CGI Plan Advisors does not identify as an active ESG investor and is classified as an owner‑controlled, single‑state adviser rather than a multi‑state or related adviser network.

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Public Holdings

Investments & Alternatives

Location & Offices