C Suite Investment LLC

Csuite Investment LLC provides investment advisory, financial planning, and financial consulting services to individual and high‑net‑worth clients, offering ongoing financial management and budgeting as well as advice on held‑away retirement accounts such as 401(k)s and HSAs. As of the date of the brochure, the firm reports $45,091,024 in assets under management on a non‑discretionary basis and does not manage assets on a discretionary basis.

The firm says it tailors recommendations to each client’s financial situation and employs a range of analytical methods — including charting, technical and fundamental analysis and modern portfolio theory — as appropriate to client objectives and risk tolerances. Csuite requires client approval for transactions in non‑discretionary arrangements and offers continuous monitoring and opportunistic rebalancing for held‑away assets using an order management system.

Csuite is affiliated, through common ownership, with another registered adviser (Personal Adviser Inc.) and discloses referral arrangements with that affiliated adviser, and it also operates a wrap fee program (see the firm’s wrap fee brochure for details). The firm’s consulting work includes specialized topics such as opportunity zone funds, cost segregation, historical tax credits and conservation easements, and the principal is licensed as an insurance agent who may receive commissions for insurance sales, a potential conflict disclosed in the brochure.