Our Mission of Service

Our mission is to enable Financial Advisors to spend more time with clients by providing high quality investment strategies and diligent execution. Our core values center around:

  • Diligence – Treat every client dollar like it was your own
  • Care – Service of others out of duty, not obligation
  • Efficiency – Work smarter, not harder; always improving workflow
  • Empowerment – People working with purpose and owning their process

Independent, but not alone

At CG Advisor Network, we pride ourselves on maintaining a strong industry reputation of integrity, transparency and open communication with our clients. The innovative vision of our investment managers and financial advisors is strengthened even further through our professional relationships with industry leaders such TD Ameritrade Institutional, Envestnet, Geneos Wealth Management, and numerous Life Insurance firms.

Success together

We understand that each client's approach to financial planning and asset management can be as unique as the individual advisors themselves. With that knowledge, our goal is to offer an integrated platform built on integrity and proven process strength that will accommodate virtually any reasonable approach to financial planning. Our infrastructure of products and services change to fulfill the needs of our clients and remain flexible enough to address their objectives and goals.

Principles needed to deliver results

An ongoing and disciplined investment approach is required in order to help you achieve your investment goals. A diversified portfolio may help you to weather all types of market environments, and over time, has the potential to deliver superior risk-adjusted returns. An understanding of your goals, risk tolerance and time horizon is vital to the success of your investment. Your financial advisor can help you determine your goals, leading to sound judgments and appropriate investments.

Cutting Edge Technology

Over the past 10 years CG Advisor Network has done due diligence on multiple technology platforms to design and create an efficient platform for our advisors to leverage with their day to day operations. We provide advisors access to the tools we believe are essential to running a successful firm.

Financial strength through collaboration

We have been working with individuals and financial businesses for several years. Each of our advisors has extensive personal and professional experience. Many hold various professional designations and qualified representatives are licensed to sell a variety of investment and insurance products. We are dedicated to developing lasting relationships with all our clients and providing a platform for collaboration among our network of advisors.