Mutual Funds and Other Resources

 

TD Ameritrade provides third-party custody services for Cygnet's investment advisory clients. TD Ameritrade and Cygnet are independent and unaffilitated entities.
After conducting a comprehensive mutual due diligence process, Cygnet is now able to provide our individual clients with access to DFA's institutional passively managed investment funds.
When providing investment advisory services to 401(k) plans, trusts, endowments, and individual clients, Cygnet utilizes the risk management and compliance solutions developed by Fiduciary Firewall Consulting, Inc.
Cygnet's advisors are also Registered Representatives of Triad Advisors, Inc. This relationship provides access to investments which may only be available through a FINRA registered Broker/Dealer.
Through Ash, Cygnet has access to the insurance products from over 80 top-rated insurance and annuity companies. Through Ash, we can also provide a detailed audit of life insurance and annuity contracts.
fi360 provides fiduciary training and certification for Cygnet's advisors. Cygnet also utilizes fi360's due diligence tools and resources when serving our individual and corporate 401(k) clients' investment needs.

Investment Companies We Use

When implementing an asset allocation strategy for client portfolios, we tend to rely on low-cost index funds and no-load mutual funds from companies like

  • Dimensional Fund Advisors ("DFA")
  • Vanguard
  • Fidelity
  • TIAA-CREF
  • T. Rowe Price

Contact Us

Headquarters:
4139 W Walton Blvd.
Suite D
Waterford, MI 48329
Phone: (248) 673-2900
Fax: (248) 673-5312

Now that you know our story, tell us yours. We're always open to receiving questions, feedback, and suggestions. Please use one of the resources below to contact us.

© Copyright 2017 Cygnet Financial Freedom House Consulting, Inc. All Rights Reserved.

Cygnet Financial Freedom House is an independent Registered Investment Advisor (RIA) with the States of Michigan and Pennsylvania. Cygnet utilizes TD Ameritrade as an independent and unaffiliated custodian for client accounts. Securities offered through Triad Advisors, Inc., Member FINRA/SIPC.