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Cullen Cioffi Capital Management was born from the partnership of two well-established and accomplished firms.
Cullen Investment Group and Vertice Capital Partners joined forces to create the "Dream Team" of investment management. Together, we are able to offer our clients a larger and better team, with more investment knowledge and experience and ultimately a better overall client experience - because our clients' financial success is our only priority.
Fully-Independent
We are not beholden to any broker-dealer or insurance company
Transparency
Clear, understandable, tiered fee structure & easy access to see your investments
Honest Advice
A legal obligation to only act in your best interests
Financial Planning
Understanding every aspect of your financial picture is crucial to your financial success. We use state-of-the-art financial planning tools that allow you to track spending, savings, investments, debts, etc. in real-time and it updates your probability of achieving your retirement goals daily.
Portfolio Management
Our Portfolio Management has two functions: capital appreciation (growth) and steady income (dividends or bonds). Depending on your financial goals, time horizon, and expectations , we will deploy one of the two strategies or a unique blend of the two, in order to meet your investment goals.
The Cullen Cioffi Way
We believe in doing what is right by bringing world-class portfolio management and financial planning to our clients. Cullen Cioffi Capital Management has four key principles that set us apart from many.
Transparency - in how we make money, how and why we invest.
Honesty - we will always be up front and truthful with our clients.
Low fees - even though the knowledge, experience, and suite of services we provide could warrant a much higher fee, we still maintain a lower overall fee structure than most firms while providing more value.
Being a fiduciary - which means that our goals are always aligned with those of our clients and always required to act in their best interests because our clients come first.
Alternative Investments
Hedge Funds • Real Estate • Crypto • NFT's
At Cullen Cioffi, we know that every client has very different financial goals, investment time horizons, and risk tolerances. This is why we offer several "alternative" investment options that go outside the normal bounds of a traditional equity and bond portfolio - offering you more investment options and diversification. For our high net-worth, higher risk risk tolerant, or accredited investors have access to proprietary investment options not offered anywhere else.
SMALL BUSINESS OWNERS
We believe small businesses are not just the backbone of our economy, but also the cornerstone of every great community. Whether you are contemplating expanding your business, bringing on a partner, selling your business or passing down your business to your family - we can be there to help and guide you. Learn about the full suite of services we offer to our small business owner clients.
Meet The Founders
Ryan and John met in a classroom in the Lindner School of Business at the University of Cincinnati where Ryan was a student in a Finance class taught by John. Ryan was eager to learn from John who brought invaluable knowledge as a successful entrepreneur and from his decades working on Wall Street. They developed a mentor-mentee relationship as they shared many of the same morals, strong ethics, and a drive to help others. Several years passed - Ryan had left Morgan Stanley and started his own investment advisory firm, Cullen Investment Group, and John had been running Vertice Capital Partners for a decade at that point as well as several other very successful business ventures. One day while catching up over coffee an idea struck them - the best way to for them help as many people as possible would be to join forces and create the best possible client experience. So with the shared vision of always putting the client first, Cullen Cioffi Capital Management was born.
OUR TEAM
We pride ourselves on hiring the best people. Apart from work experience and superior knowledge, we look for people with the highest character, who are honest, compassionate, and most importantly, always committed to putting our clients' interests before their own. Because clients should be at the center of everything we do.
Cullen Cioffi in the News
Wealth Center
Your wealth is always at your fingertips here at Cullen Cioffi. While some firms just send you an account statement every three months, we believe in transparency, which is why you can access your accounts electronically at any time. You are also able to see your holdings, performance, compare your portfolio to benchmarks and more. Also get access to your financial plan, charitable funding account, hedge fund account and more. It's all your accounts in one place.
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Market Overview
Stay up-to-date on what's happening in the market. Get a snapshot of major indices, individual stocks, currency exchange rates, cryptocurrencies, major market headlines and more. Because as we say at Cullen Cioffi, "the best investor is an informed investor."
S&P 500
NASDAQ 100
Dow Jones
What Makes Us Different
Fee-Only
We do not work on commission. We are always on the same side of the table as you, providing advice that is in your best interests.
We do not work on commission. We are always on the same side of the table as you, providing advice that is always in your best interests.
We do not work on commission. We are always on the same side of the table as you, providing advice that is always in your best interests.
We do not work on commission. We are always on the same side of the table as you, providing advice that is always in your best interests.
Fiduciary
We do not work on commission. We are always on the same side of the table as you, providing advice that is in your best interests.
We do not work on commission. We are always on the same side of the table as you, providing advice that is always in your best interests.
We are a fiduciary, meaning we hold ourselves to the highest standard of client care. We are bound by law to only ever act in our client's best interests.
We do not work on commission. We are always on the same side of the table as you, providing advice that is always in your best interests.
Employee Owned
We do not work on commission. We are always on the same side of the table as you, providing advice that is in your best interests.
We do not work on commission. We are always on the same side of the table as you, providing advice that is always in your best interests.
Employee Ownership means we're truly an independent firm and focused on the long-term needs of our clients.
We do not work on commission. We are always on the same side of the table as you, providing advice that is always in your best interests.
Who Our Clients Are
Private Client Group
The needs of the ultra-high net-worth clients of Cullen Cioffi can be complex, which is why our we have a dedicated team devoted to you and your family. We offer tax-efficient investing strategies, charitable trusts, and an entire suite of services to fit the needs of the ultra-wealthy.
