Our Story:
CIG is a boutique investment firm in Chicago since 1995. We have all the regulatory licenses as all other major firms do. We serve mainly higher net worth individuals as well as many local business owners. Our clients trust us to take care their assets while they attend to higher priorities such as families and businesses. But one thing for sure is we will treat you with the highest ethical standard.
Our people are knowledgeable from a very diverse background : mathematics, market makers, engineering, economics, private and public equities, international commerce, and other unconventional areas and speak many languages. I am confident to say that we have developed a very good way of managing your investments in any market conditions; And will do as well if not better than your current asset managers.
Today, many advisors or AI provide a cookie cutter approach to most of their clients. We believe each investor's needs is unique and that's why we work with a network of highly qualified tax and legal resources that can holistically improve the your overall satisfaction.
All our clients' asset safekeeping and clearing operations are provided by AXOS Clearing Inc. and Interactive Brokers LLC ( ticker symbols :AX and IBKR). Many of the required disclosures can be obtained here:
AXOS: https://www.axosclearing.com/disclosures/.
IBKR : https://www.interactivebrokers.com/en/general/about/brokerDealerReports.php
Here is a copy of our Customer Relationship Summary for your reference.
In summary, it is very hard to go wrong working with us. Please call me personally or stop by during regular business hours and I think I have answers to most of your investment questions.
Thanks!
Andy Lam, ceo, Registered Securities and Options Principal, s-7,4,24,55,63, Purdue University
Corporate Investments Group, Inc. established 1995
FINRA SIPC SEC registered
238 W Cermak Rd, Suite 3A, Chicago IL 60616 US
1 312 225 1388 M-F 8am-3pm CST andy.lam@488trade.com www.488trade.com