CSUITE INVESTMENT LLC

Overview

Csuite Investment LLC is an independent RIA focused on individual and family clients, offering financial planning and portfolio management across both private and small-business relationships. The firm runs a largely equities-driven strategy, deploying the bulk of its assets into exchange-traded securities while supplementing portfolios with mutual funds, corporate debt and select alternative managers. Advisory services include fee-based asset management, hourly and fixed-fee financial planning, pension consulting and educational workshops. Investment posture appears to favor a core equity allocation with tactical use of third-party managers and income-producing instruments to address client objectives.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices