cindy@cinergyfinancial.com

(714) 210-0549

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Investment Management

We here at Cinergy Financial offer one of the most competitive fee-based/commission models for portfolio management. Our fee-based approach reflects our ongoing commitment to education and our passion for helping our clients understand alternative investments, portfolio planning, tax-efficient investing, and lifetime income options. Our commission, which is one of the lowest in the industry, reflects our active management of your portfolio.

In addition to actively managing your portfolio, we also offer an innovative alternative investment strategy based on a multi-asset class model. We are of the firm belief that the traditional 60/40 portfolio is potentially broken and ineffective. Our customizable REALM® model offers you tax-efficient investing, which can potentially minimize your tax burden and maximize your bottom line.