CIF ADVISORS INC.

Overview

CIF Advisors Inc. is an independent registered investment adviser that serves individual, family and institutional clients with financial planning and discretionary portfolio management. The firm uses a fee mix that includes percentage-of-AUM, hourly and fixed-fee engagements, and provides services that extend to pension consulting for businesses and institutions. Its strategy emphasizes managed, pooled vehicles rather than heavy direct-stock trading, reflecting a client base with relatively small average account sizes and a preference for diversified public funds. CIF Advisors positions itself as a do-it-with-you adviser: it delivers ongoing portfolio management for individuals and small businesses while also supporting larger institutional or plan-level advisory work. The firm is not identified as a capital allocator and does not report active ESG investing on its filings.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices