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For us, success is defined in only one way…What YOU want.

Success looks different for each of our clients and it evolves over time.


At CPM we believe success is not beating the performance of an index in any given time period.  We focus on investor returns not some static index returns. Your success is determined by what your returns are, not what the Dow or the S&P 500 does.  Collaborative planning and coordinated investment management is taking the appropriate amount of risk to achieve the needs, wants, and wishes of our clients.  It is our job to match the reward you need and the risk you are comfortable with to the proper mix of investment vehicles.

We emphasize a collaborative approach with clients so that we are aware of changes in our clients’ financial circumstances, which may then change the goals we set out to achieve together.