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CPIC Offers You Cost-effective Wealth Management Services

Whether your long-term goals are ensuring your family’s financial security, maximizing your income, building your wealth, or providing for your retirement, CPIC can help you reach them.  We offer:


Portfolio management
using actively-managed funds ($500,000 minimum)
  • Customized to your needs: may include minimizing taxes, socially responsible investing, staging into market to reduce timing risk, etc.
Help with complex financial decisions including: 
  • Rollovers
  • Employee stock options
  • Concentrated stock positions
  • Gifting, funding college tuitions, etc.
  • Financing and refinancing decisions
  • Retirement planning strategies  
  • Recommendations when you need specialists in areas such as wills, trusts, and estate planning services

Advisor Insight

“When we established our company in San Francisco in 1984, we decided that it was important to avoid conflicts of interest.  We became a fee-only advisor so our clients would be confident that our only concern was the risk-adjusted return of their account.”

Thomas J. Bonomo, Chairman

 

 

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.