Hundreds of people have turned to the investment management experts at CPIC to improve their portfolios, and implement a disciplined strategy to improve their risk-adjusted performance.  We invite you to give us a try.  Not only will you have more time to pursue your passions, but you will have peace of mind knowing that experienced professionals are in charge of your investments.  For qualified individuals who meet our $500,000 minimum account size, we offer considerable benefits:

• We manage your portfolio (which remains at Schwab, Ameritrade, Fidelity, etc.), giving you the time to pursue the real passions and priorities in your life.
   
• Full-time management beats “part-time dabbling”.  We base our decisions on extensive macroeconomic research and a disciplined investment screening process.
   
• Our 25-year track record, in both bull and bear markets, will give you confidence in our sophisticated, highly diversified Multi-Manager Approach.
  
  
• Customized portfolio management  – we apply the concepts and principles of Modern Portfolio Theory to meet your specific risk and return preferences, tax situation, and financial objectives.  Unlike most management firms, we do not force-fit accounts into “category” or standardized models.
   
• Improved returns consistency – we improve the consistency of your portfolio's returns by using active sector & style rotation (see Dynamic Asset Allocation and Dynamic Style Shifting).
   
• Direct access to a CPIC principal – unlike large firms, where you can only speak with a broker, associate, or salesperson, you have direct access to the CPIC principal managing your portfolio.
   
• Our only concern is the risk-adjusted return of your account.  We work exclusively on a fee basis.  Since we don’t receive brokers’ trading commissions, our advice is free from conflicts of interest.
   
• We maintain a disciplined, long-term perspective, removing the emotions that can lead you to unwise short-term decisions.
   
• Giving us a try is easy – there is no minimum contractual time period.
   
• Low fees and great personal service!