The strength of the CSI management team is evidenced by the breadth and depth of our professional staff. Our investment, legal, and tax professionals have the experience and expertise to sucessfully serve the wealth management needs of our clients. It is the combination of these services working in concert to achieve the goals of our clients that makes the CSI experience unique.
CSI Company Profile
We are one of Northern California's premier family office of wealth managers.
The CSI Team
Our investment, legal, and tax professionals have the experience and expertise to sucessfully serve the wealth management needs of our clients.
This year, Barron's once again ranked CSI among the country's top
independent financial advisers.