CPIC International
The Company Services Investment Process Accounts & Client Resources Articles & News Market Data & Quotes Financial Calculators  
 
 


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 may even experience the peace of mind that comes with 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 free you from the burden of managing 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 30-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 a disciplined approach customized to meet your specific risk and return preferences, tax situation, and financial objectives. 
     
  • Improved returns consistency – we strive to 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 usually 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 the conflicts of interest related to commissions.
      
  • 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!

 

 

Advisor Insight

"As we build a relationship together, we believe you will come to appreciate working with an independent advisor
. . . someone who offers objective investment advice based on your specific needs."

Diane C. Jakubowski, President

 

 

 

 

 

 

 

 

 


 

>>>

CPIC's Multi-Manager Approach is suitable for investors with a long-term investment horizon, and is not suitable for short-term investing. Remember that past performance is no guarantee of future investment results. Use of this Web site constitutes acceptance of the CPIC Legal Notice, Use Terms, and Privacy Policy. Copyright © 2004 CPIC Internationa. All rights reserved.