CPS offers Investment Plans built for Employees and Fiduciaries.
We offer low-cost professional investment management for pooled defined benefit plans and daily valuations for self directed 403(b) and 457(b) plans.

We espouse a passive investment style in accordance with the Prudent Investor Rule. Our disciplined, academic approach mirrors recent studies proving that portfolios constructed with low cost passive index funds and exchanged traded funds (ETFs) produce consistent investment returns at market benchmarks – or better.

experience Registered Investment Advisor since 1989

independence We are independent of any brokerage or mutual fund affiliation and we sell no proprietary investment products.

integrity Our Investment Management Team are the Principals of the firm, and are CPAs whose business foundation is built upon the highest ethical standards and trusted fiduciary relationships.

commitment to your education Our key differentiator is our commitment to educate our clients by offering financial planning sessions to employees one-on-one and to entire organizations.

The Director of our Institutional Retirement Plans division, Gary E. Clark, brings
13 years experience directing municipal governments public pension plans,
following his 20-year career directing personnel plans in the U.S. Air Force.
Gary holds the following credentials: Certified Public Pension Trustee;
Certified Retirement Administrator; Certified Retirement Counselor and a
Certified Public Manager.

You may contact Gary Clark for additional information: gary@cpalliance.com