Cygnet Investment Co, Inc.

Overview

Cygnet Investment Co, Inc. is a small, independent registered investment adviser that manages portfolios for individuals and families, and provides financial planning and portfolio management services to small businesses. The firm charges fees as a percentage of assets under management and operates with an owner-managed structure. Its stated investment preference is equities, and the firm implements that preference primarily through exchange-traded instruments. Investment activity centers on liquid, publicly traded instruments rather than allocations to external alternative fund managers. The firm does not position itself as a pension consultant or multi-state adviser and is not flagged as an active ESG investor. Service delivery appears focused and hands-on, with a mix of discretionary and non-discretionary mandates across a limited client base.

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Public Holdings

Investments & Alternatives

Location & Offices