The CPS Advantage
In today's environment of mergers, consolidations, outsourced service, and depersonalization, the firm of CPS Investment Advisors remains singularly unique.
The CPS team holds true to the premise upon which we were founded. We boast exceptional personal attention in delivering individually-tailored financial solutions to meet each clients investments needs, and providing professional services exceeding your expectations.
- Our money management team is comprised of four Certified Public Accountants and Personal Financial Specialists who understand clients complete financial picture.
- We begin with a financial plan, developed from an extensive questionnaire, interview and financial analysis; we help clients implement their plan; then we monitor their progress toward their goals, and follow-up with revisions or additions as future events require.
- As Certified Public Accountants, we adhere to a strict code of professional ethics which exceeds the industry standards of traditional financial institutions.
- As a Registered Investment Advisory firm, we are regulated by the Securities and Exchange Commission adhering to strict compliance issues.
- As Institutional Investors with exclusive representation within the NYSE, we have access to all investment vehicles within the universe of publicly traded stocks, mutual funds, U.S. Treasury notes, I-shares, Floaters, inflation-protected instruments, CDs, as well as a dedicated bond desk.
- Our training as CPAs provides the expertise to analyze financial reports of the companies in which we invest.
- Our tax background prompts us to consider clients individual tax positions in managing their portfolios. We track the historical cost basis of your assets, affecting future sales.
- With over $400 million under management, we are able to pass on to our clients low-cost transactions with favorable execution purchase points from our custodian. We do not share in any transaction fee charged by the custodian. We are compensated by a fee based upon the value of your accounts that we manage.
- With ancillary services of tax planning & preparation, retirement planning, trust and insurance services to compliment our professional money management, we are The One and Only Financial Advisor You or Your Family Will Ever Need.