About

Established in 2012

In 2012, ongoing market fluctuations prompted Christopher A. Smith, to establish CSI Ventures, a Denver-based alternative investment family office. With over 20 years of experience and a deep commitment to your needs, CSI Ventures will help address diverse personal wealth management challenges.  As President and CEO, Christopher’s experience and guiding principles have successfully influenced the strategic development, direction and growth of the CSI brand. He credits strong relationships, open lines of communication and a sound value proposition for the company’s continued momentum.

We offer highly personalized wealth management services to meet the complex needs of individuals and families with $2 million or more in investable assets. With unparalleled experience and deep commitment to serving your needs, we help address diverse personal wealth management challenges, including:

• Planning for a successful retirement

• Diversifying from a concentrated stock position

• Preparing for a successful transition from business ownership

• Understanding and making the most of executive compensation

• Transferring wealth to future generations

• Integrating philanthropic and investment goals

Regardless of your situation and needs, we offer personalized, innovative advice and insights informed by deep expertise and centuries of managing wealth.

We look forward to Meeting with you.

Christopher A. Smith

Mission

Providing highly personalized wealth management services to meet the unique needs of individuals and families

Vision

Helping Preserve Wealth for Future Generations

Values

  • Disciplined yet flexible
  • Proven but innovative
  • Global yet personal