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Home > Financial Services > Stock Brokers > DaVinci Capital Mangement Inc.
DaVinci Capital Mangement Inc.
DaVinci Capital Management Inc. is a member of NASD, the National Association of Securities Dealer. NASD is a self-regulatory organization of the securities industry responsible for the operation and regulation of the NASDQ stock market and over the counter markets. It also administrates exams for the investments professionals, such as the series of 7 exams.
The Securities are offered through DaVinci Capital Management to the CIP Group. The CIP Group is proud of its rapid growth and emerging reputation in the marketplace. The company was founded in 1990 by James J. McSweeney, The CIP Group has become New England’s most trusted provider of employee benefits, human resource consulting, and financial planning services. Their team of skilled consultants, administrators, and registered investment advisors are guided by a traditional New England commitment to meeting client needs.
Their broad range of services reflects that ethic. The CIP Group succeeds by understanding the intricacies of employee benefits and financial planning, then putting that expertise to work for large and small businesses, as well as individuals. Their history is one of client focus and their success is an expression of measurable results they achieve for clients.
DaVinci Capital Management, Inc. does not practice law and does not provide legal advice. Utilizing a variety of financial tools, The CIP Group provides complete, customized plans that help clients minimize estate shrinkage due to estate and gift taxes. Custom strategies for building net worth and managing risk include estate liquidity planning and charitable estate planning.
Beyond The CIP Group’s wealth of experience, our consultants commit to continuing education, making them uniquely suited to provide comprehensive solutions now and in the years to come. Successful individuals and families demand a comprehensive approach to investment planning and portfolio management. Working in partnership with clients, The CIP Group develops investment strategies that reflect clear investment objectives. Issues ranging from risk tolerance and cash flow are carefully considered in every planning process, ensuring the appropriate plan for every client.
Through these and other tools, The CIP Group helps clients avoid disaster in the event of an owner’s sudden death or disability. With the help of The CIP Group, clients develop orderly business succession plans that help protect the long-term future of a company.
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