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ABOUT THE CEO

Introducing the CG Capital Asset Management CEO

Carisia Gonzalez blends over 15 years of financial experience with a forward-thinking approach to crypto and modern wealth building. With a background at Merrill Lynch Pierce Fenner & Smith Inc., she brings both credibility and innovation to the table.

Carisia works with individuals, entrepreneurs, and institutions, offering personalized portfolio management and pension consulting. Her style is strategic yet grounded, helping clients grow, protect, and enjoy their wealth with clarity and confidence.

Carisia Gonzalez

Client-Focused Money Management for Over 10+Years

CG Capital Asset Management is a performance-based investment adviser that works with private clients, small to mid-sized businesses, and institutional investors around the world. Our fee structure is tied to the performance of your investments, aligning our success with yours.

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How we are different

Throughout our history, CG Capital Asset Management has worked in our clients’ best interests by thinking and acting independently to find innovative and data-proven investment solutions. Our experience, personalized approach and commitment to serving our clients make us unique in our industry. We can help you achieve your financial goals through tailored money management, world-class client service, unique perspectives and a fee structure designed for your success.

Our Structure

CG Capital Asset Management manages assets across four principal business units: US Private Client, Institutional, Private Client International. Together, these groups serve a diverse global client base including corporations, public and multi-employer pension funds, foundations and endowments, insurance companies, health-care organizations, governments and high net worth families.
 

Private Client Group
You’ve worked hard and saved prudently throughout your life. We can help you retire comfortably and confidently through tailored money management, personalized client service and a fee structure aligned with your success.

Our Leadership
CG Capital Asset Management Investments takes pride in its well-established, experienced leadership team, which has been guiding clients toward their financial goals for over 20 years. Our team consists of seasoned financial professionals with a collective 30+ years of experience, having worked with leading banks and accounting firms. We are dedicated to helping you enjoy a more relaxed life by managing your investments and easing the stress of retirement planning, so you can trust us to secure your financial future.

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We build custom long term portfolios

For 10+ years, we have been a leader in building custom investment portfolios that aim to generate outperformance and meet each client’s unique goals.


We offer the best of both global and boutique investment firms: strong relationships, scale, and resources coupled with personal attention, trust, and independence.

Managed Accounts
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BECOMING A CLIENT

We Provide Tailored Solutions

When planning for retirement, an average retirement strategy is most likely to end with an average result.

We believe there is no such thing as one-size-fits-all when it comes to retirement strategies.

Our professionals look at your entire financial picture to build customized strategies to fit your needs, retirement goals and investment time horizon.