The financial crisis has bewildered investors, damaged portfolios, and destroyed retirement accounts.  Were you or your investment manager proactive during the recent financial crisis?  Or did your accounts, like those of most investors, ride the market down?

If you would like to help ensure a safe retirement and improve your risk-adjusted investment returns, perhaps it is time to consider an independent investment manager you can trust.  CPIC is a San Francisco Bay Area investment manager that offers financially successful individuals:

• A customized and disciplined approach to portfolio management;
• Transparent investment management - you remain in full control of your account at Charles Schwab & Co, TD Ameritrade, or other custodian of your choice;  CPIC acts only as the investment manager of record;
• A fee-only service, so you aren't presented with a broker's sales commissions and their attendant conflicts of interest; our only motivation is your account's performance;
• Dynamic Asset Allocation:  we use this flexible, unconstrained investment approach to shift investment styles with changing market conditions to improve risk-adjusted returns;
• An excellent track record (please ask!).

Your Peace of Mind

If you are a financially successful individual and yet want:

• Better risk-adjusted portfolio returns
• A vacation from tracking and analyzing the market’s volatile swings
• A better investment strategy than following a broker’s unreliable tips

Well . . . you’re in good company!  Today’s hectic pace leaves few people with the time to consistently track markets and maintain a disciplined approach.  The result is often underperforming investments—money that isn’t working as hard as you are.

When your financial future is at stake, you need an investment advisor you can trust.  You need a firm that promises to put your interests first—a firm with a strong track record, proven experience, and the right professional credentials.  CPIC offers you those along with great personalized service. The result is peace of mind. 

Take Charge of Your Financial Future

Call us at 415-989-1915 for a complimentary analysis of your current portfolio or retirement account.  Discover how CPIC's flexible, unconstrained Dynamic Asset Allocation strategy can improve your risk-adjusted returns.  Find out how easy it is to put CPIC's 25 years of managing portfolios for individuals, trusts, IRA accounts, 401k plans, and retirement plans to work for you. 

Learn more about CPIC's experienced principals, Thomas J. Bonomo and Diane C. Jakubowski.