Our Company

Collectively we share over 60 years of experience in the financial services industry. Over those years we have helped our clients protect and grow their wealth through all types of market conditions. We do not use any third party advisors and we are not responsible to a home office somewhere else. All of our decisions at CPM are made with your best interests as the only consideration.

We firmly believe you should know who is managing your money and how they go about making decisions. It is just as important for us to know you and what is most important to you when it comes to your portfolio. We do not believe a “one size fits all” approach to investing is the correct answer when it comes to your money.

Those generic approaches make it easier and more profitable for investment firms, but it is not necessarily in your best interest. If you are looking for billions of dollars under management in scalable pie chart allocation models, then we are not the firm for you. We design a unique and individual approach tailored to the needs of each investment portfolio based on the person behind the money. We want to know your goals, and we want to help you achieve them.