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A basic rule of investing is to seek value. Value is what you will find at CPIC International! We are a San Francisco investment manager offering you:
- Customized investment management to meet your individual needs
- Retirement planning, tax issue review, etc. related to your investment strategy
- More than 26 years experience managing investment portfolios
- A sophisticated, disciplined approach to portfolio management
- An excellent track record in both up and down markets
- You work directly with a CPIC principal—not an associate or salesperson.
- Low asset-based management fees and superior personal service.
- CPIC’s principals hold MBA degrees from the University of California at Berkeley. See The CPIC Team.
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| Advisor Insight |
 "Many people dabble with investments on a part-time basis. This is a mistake. The lost opportunity costs them thousands of dollars each year. They have neither the time nor the disciplined approach required to consistently earn a good, risk-adjusted rate of return. Because we manage money on a full-time basis, we can significantly improve the risk-adjusted investment performance of most portfolios. When you work with us, you’ll have more time for other priorities and increased peace of mind.”
Diane C. Jakubowski, President
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