Certis Capital Management

 

“Our clients span three generations and we are proud of our ability to understand and meet the needs of each.”

 

Our clients come from diverse backgrounds. Some are recipients of intergenerational wealth while others are families that have experienced some liquidity event through the sale of a company or IPO. 

In every case we have aligned with clients with whom we have the ability to add significant value in terms of portfolio guidance, intergenerational wealth issues, and long term strategic planning. 

As you will see, the only commonality among our clients is that they are families as complex as any other, and each is looking to Certis to help them confront the blessings and challenges that wealth has brought their way.

 

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