CIBC Private Wealth Advisors, Inc.

CIBC Private Wealth Advisors serves individuals (including high-net-worth clients), families, trusts, estates, charitable organizations, corporations and employer-sponsored retirement plans with investment advisory and wealth advisory services. The firm offers discretionary portfolio management, model and SMA managed account programs, access to proprietary equity and fixed income strategies, options and structured-note strategies on request, and can coordinate family office and administrative services for an additional fee.

The firm structures client relationships around dedicated Relationship Managers and an investment governance framework (including an Investment Policy Committee and Asset Allocation Committee) that designs tailored asset-allocation models and either custom separate accounts or pooled/model solutions. Implementation uses a centralized trading desk, a mix of internally managed and third-party managers, and participating-affiliate personnel in certain cases, with regular account reviews and coordination with program sponsors for wrap and model programs.

What distinguishes CIBC Private Wealth Advisors from many peers is its ownership and integration with the CIBC banking and trust group, which provides access to bank deposit sweep programs, lending and structured product underwritings and creates referral and service arrangements the brochure discloses and seeks to manage. The firm’s disclosure that it advertises predecessor performance, its practice of licensing proprietary indices to third parties, and its explicit family office offering for very large clients are other features the brochure highlights as notable relative to typical enterprise advisers.