CSG Team Structure
A Whole Team Working For You.
CSG Investment Process Part 1
CSG's portfolio management process starts with defining your core values and then ensuring your financial strategy reflects those values.
CSG Investment Process Part 2
Erik shares an inside view of our hands-on investment process, built on ongoing portfolio management - not a set-it-and-forget-it mindset.
Cultivating Your Experience
Shaping your investments to work for your life today, with a long-term strategy that keeps your family’s future in mind is one part of our compass portfolio process at CSG.
Team Collaboration
Our team collaborates seamlessly by meeting clients exactly where they are and combining our unique specializations to deeply understand and address their needs.
Finding Joy in What We Do
Our team finds joy in their work thanks to the deep bonds they form with clients and colleagues, who have truly become a second family through life's milestone moments.
Cutting Through The Noise
Our investment approach filters out market noise and headlines by zeroing in on the most meaningful variables to guide smarter and more efficient execution.
Referral Driven Results
Our business continues to grow through referrals and multi-generational families, a testament to a process built on performance rather than product sales.
More Than Just Advisors
Our blend of credentials and genuine life experiences allows us to connect with clients on a personal level to build trusted relationships that truly matter.
Our Team Based Approach
In this video, Murray shares how our unified team approach replaces the old one-person, one-relationship model, giving every client broader support and a connected, more meaningful experience.
Planning with Purpose
Erik's role provides proactive planning - retirement, legacy, education and more - to ensure every investment decision aligns with each family's goals and long-term purpose.
Certifications
Murray explains why our commitment to advanced education and certifications beyond standard licensing, leads to stronger guidance, more meaningful outcomes and client-confidence and trust.
Certifications Part 2
Chris explains the significance of his CFA® and CFP® and how they strengthen the value he bring to clients.
