Portfolios may hold a combination of equities, investment-grade bonds, high-yield bonds, municipal bonds, liquid alternatives, real property or real assets, floating-rate bank loans, as well as both public and private funds. Like many firms, CIPW customizes portfolios to the individual needs of clients. These strategies are implemented through separately managed accounts, private funds and registered funds, among other means. CI Private Wealth Investment StrategyĬIPW offers a wide range of investment strategies across different asset classes. The firm is wholly owned by CIPW Holdings, LLC, which is a majority-owned subsidiary of CI US Holdings, Inc.ĬIPW also says that it operates through several business units that have the flexibility to provide services on a discretionary or non-discretionary basis, depending on client preferences. CI Private Wealth BackgroundĪccording to CIPW's firm brochure, it provides wealth management solutions for individuals, families, pension plans, trusts, endowments, other institutional clients and private funds. Some investment strategies, however, may require accounts up to $100 million. While the firm does not impose a set account minimum, it typically looks to work with clients with at least $1 million in assets. The firm works with a mix of non-high-net-worth and high-net-worth individuals, as well as pooled investment vehicles, retirement plans, charities, state or municipal governments, other investment advisors, insurance companies and businesses. This massive fee-only firm also appears on SmartAsset's list of the top advisory firms in Florida and the U.S. The qualifying firms were then ranked according to the following criteria:ĬI Private Wealth (CIPW) leads off our list of the top financial advisors in Miami. Next, we filtered out firms that don't offer financial planning services, those that don't serve primarily individual clients and those that have disclosures on their record. To find the top financial advisors in Miami, we first identified all firms registered with the SEC in the city. Consulting and family office advisory services.Selection of other advisors (including private fund managers.Selection of advisors (including private fund managers).Minimum Assets$200,000 minimum annual fee Selection of other advisors (including private fund managers).Minimum AssetsVaries based on account type
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