|
gptkbp:instance_of
|
gptkb:Wealth_Management
|
|
gptkbp:client_base
|
High Net Worth Individuals
Corporate Clients
Families with Wealth
|
|
gptkbp:conducts
|
gptkb:market_research
|
|
gptkbp:customer_feedback
|
Personalized Service
Positive Reviews
High Retention Rate
|
|
gptkbp:employees
|
Over 100
|
|
gptkbp:focuses_on
|
gptkb:Asset_Management
Financial Planning
Retirement Planning
Tax Planning
|
|
gptkbp:founded_in
|
gptkb:2000
|
|
gptkbp:has_awards
|
Best Wealth Management Firm 2021
Client Satisfaction Award 2019
Top Financial Advisors 2020
|
|
gptkbp:has_location
|
National Presence
Multiple Offices in California
|
|
gptkbp:has_partnerships_with
|
gptkb:financial_institutions
Investment Firms
Legal Advisors
|
|
gptkbp:has_social_media_presence
|
gptkb:Twitter
gptkb:Linked_In
gptkb:Facebook
|
|
gptkbp:has_website
|
www.cit.com/wealthmanagement
|
|
gptkbp:headquartered_in
|
gptkb:Los_Angeles,_California
|
|
https://www.w3.org/2000/01/rdf-schema#label
|
CIT Wealth Management
|
|
gptkbp:investment
|
Diversification
Long-term Growth
Risk-adjusted Returns
|
|
gptkbp:is_active_in
|
gptkb:Community_Engagement
gptkb:Philanthropy
Sustainability Initiatives
|
|
gptkbp:is_known_for
|
Innovative Solutions
Client-Centric Approach
Comprehensive Wealth Management
|
|
gptkbp:is_regulated_by
|
gptkb:FINRA
gptkb:SEC
|
|
gptkbp:offers
|
gptkb:Insurance_Company
gptkb:trust
Estate Planning Services
Investment Advisory Services
Financial Education Resources
|
|
gptkbp:part_of
|
gptkb:CIT_Group
|
|
gptkbp:provides
|
gptkb:Wealth_Management
Client Reporting Services
|
|
gptkbp:serves
|
gptkb:Individuals
Families
Institutions
|
|
gptkbp:uses
|
Investment Strategies
Risk Management Techniques
|
|
gptkbp:bfsParent
|
gptkb:CIT_Group
|
|
gptkbp:bfsLayer
|
6
|