We believe that we can develop more value for clients by investing time up front while researching different options that goes beyond simply meeting due diligence requirements.
While this is sufficient for some, CSS adheres to the philosophy that gaining a thorough understanding of each client at the start of their experience with us allows us to provide a higher level of support to you throughout your investing journey with us. This builds trust and develops long-lasting relationships that are mutually beneficial. Our attention to detail and thoroughness is appreciated by clients who in essence trust a portion of their financial future to CSS.
We start from the position that each individual will have a different idea of what they want their future financial landscape to look like. We look at what you currently have and only then can we start to design a portfolio that will aim to meet your objectives. First and foremost our service is built around trust. In order to have trust you must believe in our people. This is why every client has their own dedicated broker who is directly contactable each day. Every client is able to visit our offices, meet the team, see the trading floor and understand our compliance culture with our compliance team. We maintain absolute focus on you, the client. We understand that you are often busy and time constrained. This is where our approach is different. We take the weight, reducing the time you need to spend on investing decisions. As a client of CSS you receive a truly personalised service that allows us to identify and deliver exactly what you want from a stockbroker. We keep our client to broker ratio low to ensure your assigned broker deeply understands your portfolio and will only make recommendations that meet your specific objectives. With CSS, you don’t get lost in the crowd.