CSM Advisors, LLC — Contact Email, Phone & Team

Overview

CSM Advisors, LLC is a U.S.-based investment advisory firm specializing in multi-asset investment management for institutional clients. The firm manages over $10 billion in assets under management and primarily serves institutional clients such as pension and profit-sharing plans, state and municipal government entities, insurance companies, and charitable organizations. CSM Advisors employs approximately 49 people, with a significant portion involved in investment decisions. The firm's investment strategy focuses on large and mid-cap equities, fixed income, and diversified portfolios to meet the needs of institutional and corporate clients. CSM Advisors is known for its expertise in multi-asset investment management for institutional and corporate clients. The firm is committed to analyzing, adapting, and diversifying to capitalize on the opportunities presented by ever-changing capital markets. CSM Advisors is a registered investment adviser with the SEC and operates under the name CS McKee.

Investment Focus

Accredited investors only
Institutional clients preferred

Portfolio Companies

Jackson Financial Inc.Primis Financial Corp.Pathward Financial, Inc.

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Frequently asked questions about CSM Advisors, LLC

What sectors does CSM Advisors, LLC invest in?

CSM Advisors, LLC invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Industrials, and is based in Pennsylvania, United States. CSM Advisors, LLC is listed as a institutional investor in the ConnectSafely investor database.