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Global Investment Performance Standards

GIPS Logo.

Civista Wealth Management has been verified compliant with The Global Investment Performance Standards (GIPS®) by Alpha Performance Verifications Services of Richmond, Virginia ( GIPS® verification is conducted annually.

The GIPS® standards were first established in 1999 by the CFA Institute to ensure fair representation and full disclosure by investment managers in quantifying and presenting investment performance. Investors benefit from the standardized reporting practices which allow them to easily compare the track records of investment managers throughout the world.

Civista claims compliance with the Global Investment Performance Standards (GIPS®).  GIPS® is a registered trademark of CFA Institute. CFA Institute does not endorse or promote this organization, nor does it warrant the accuracy or quality of the content contained herein. To obtain a GIPS Report and/or the complete list and description of the Civista Wealth Management composites, please contact Frank Sudal at 614.210.2438 or; or write Civista Wealth Management, 100 E. Water Street, Sandusky, OH 44870

“The Global Investment Performance Standards are a registered trademark of CFA Institute. CFA Institute has not been involved in the preparation or review of this report/advertisement.”