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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-09-2023
- Office Locations
- 1
Office Locations
About CES Investment Strategies
CES Investment Strategies is an independent fiduciary advisory led by Craig Sigeti, focused on individuals and couples nearing or in retirement. The firm builds customized retirement income plans and manages portfolios aligned to risk tolerance, with guidance on Social Security/pensions, tax-efficient planning, and estate/legacy coordination. Fee-only, transparent approach; custody through Charles Schwab.
Team overview
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
Craig Ernest Sigeti
Chief Compliance Officer, Managing Member, Portfolio Manager, President
- CRD
- #719072
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $22,083,969 | -- |
| Non-Discretionary | $0 | -- |
| Total | $22,083,969 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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