CSM Capital Corporation, based in New York, NY, offers unconflicted strategic advice and bespoke asset management services to a select number of U.S. and offshore families, endowments, and foundations. Founded in 2004, CSM assists clients with complex investment strategies, tax planning, corporate finance, and other business matters, maintaining a high ratio of investment professionals to clients for personalized service.
With a fiduciary mindset, CSM prioritizes conflict-free advice and unbundled asset management services, emphasizing a strong risk focus and open architecture in portfolio construction. The firm's commitment to confidentiality, trust, and long-term relationships has led to near-perfect client retention over its 15 years in business.
Generated from the website