CSM Capital Corporation

Overview

CSM Capital Corporation is a privately-owned SEC Registered Investment Advisor based in New York, offering unconflicted strategic advice and bespoke asset management services to a select number of U.S. and offshore families, endowments, and foundations. Founded in 2004, the firm assists clients with complex investment strategies, management of concentrated assets, tax planning, corporate finance, and other business planning matters. The firm's high ratio of investment professionals to clients creates a level of service not often found in this industry. The firm's investment process is governed by a strong sense of risk and suitability, with principals having meaningful capital commitment and risk management responsibilities in their careers. CSM Capital Corporation utilizes open architecture in the construction of portfolios, employing liquid asset classes primarily indexed and active management in asset classes where an information edge exists, such as small capitalization public equities and illiquid investments. The firm is particularly aware of the impact of taxes and fees on returns. CSM Capital Corporation's size and low employee turnover further the essential goal of maintaining the trust clients place in the firm when entering into a confidential relationship. The firm's commitment to confidentiality and trust has led to near-perfect client retention over its 20 years in business, with clients often considering the firm as a partner in their financial endeavors.

Investment Focus

• Significant financial assets
• Multi-generational wealth
• Range of individual, retirement, and trust accounts

Portfolio Companies