A complete list of active advisors currently associated with CSH Investment Management

Warmer can help you find a great advisor at CSH Investment Management or one who fits your needs even better.

CSH Investment Management provides investment advisory and portfolio management services to individual clients, including high-net-worth households. The firm charges fees based on a percentage of assets under management and manages client accounts on an ongoing basis. The firm reports approximately $67.2 million in assets across roughly 290 client accounts served by two advisors, a client-to-advisor mix that may influence how services are delivered. Custody is through Charles Schwab, and CSH notes that calculated advisory fees are shown on Schwab statements each quarter; clients may request a detailed itemization showing the fee formula, the assets used in the calculation, and the time period covered. Noteworthy for its size, CSH formalizes fee transparency by documenting calculated fees on custodial statements and offering clients a right to a complete itemized fee breakdown, a practice not always spelled out in firm brochures. The firm’s combination of a relatively large number of individual accounts and two advisors, along with operations across two offices, suggests a focus on managing a broad set of household-level relationships alongside high-net-worth clients.

To learn more about the advisors currently working at CSH Investment Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.