Overview
CSM Advisors, LLC and NSI Retail, LLC (“CSM Advisors”, “CS McKee” or the “Company”) manages
pension funds, profit-sharing plans, reserve funds, endowments and other financial assets for
public sector, unions, corporations, foundations, hospitals, schools, religious organizations, and
other institutions. As of December 31, 2023, the Company has approximately $ 8 billion under
management in 257 fixed income, equity, and balanced fund portfolios.
The Company was established in 2020 and is continuing the business of CS McKee which was
founded in 1931. The Company’s offices are located in Pittsburgh. The Company’s principal owner
is CSM Intermediate Holdings, LLC. For purposes of this section, the persons owning twenty-five
percent (25%) or more of our firm’s membership interests are our principal owners.
Our Advisory Services
The Company provides portfolio management services tailored to its clients’ investment
objectives. Clients may impose restrictions on investing in certain securities or types of securities.
Such restrictions must
be submitted to the Company in writing. It should be known that client-
imposed restrictions may affect the Company’s ability to perform its stated investment strategy
and, therefore, investment performance may deviate from other clients managed in accordance
with the same strategy but absent such restrictions.
We provide model portfolio recommendations to other investment advisors, hereinafter referred
to as UMA Model Accounts.
We are also the Sub-Advisor for multiple public funds.
We offer a variety of services to both existing and prospective clients, including managing
pension funds, profit-sharing plans, reserve funds, endowments, and other financial assets for
public sector, unions, corporations, foundations, hospitals, schools, religious organizations, and
other institutions.
Assets Under Management
We manage client assets on either a discretionary or nondiscretionary basis. As of December 31,
2023, the Company had approximately $ 7.5 Billion in discretionary RAUM and approximately $80
Million in non-discretionary AUM.