Derek Oxford, Portfolio Analyst, for CPS Investment Advisors recently attended the Fidelity Investments Conference in Boston, MA. Derek met with asset allocation experts on portfolio construction and met with multiple fund managers to hear about current economic conditions.
Nolen Bailey of CPS Investment Advisors and his wife, Ashley, participated in 2015 Lakeland Derby Swan Race in an effort to raise money for Lakeland Volunteers in Medicine.
Over $61,000 was raised for the Lakeland Volunteers in Medicine enabling them to provide healthcare services to the working uninsured of Polk County.
CPS Investment Advisors moves to downtown Lakeland!
CPS Investment Advisors has moved to its new downtown location at The CPS Financial Center. The new address is:
205 East Orange Street
Lakeland, FL, 33801
Our fax number has also changed to: (888) 972-5548
Please come see the new building!
Nolen Bailey of CPS Investment Advisors has now received the top two designations in 401(k) planning. Nolen now possess the following designations:
CRPS – Chartered Retirement Plan Specialist (through the College for Financial Planning)
ARPC – Accredited Retirement Plan Consultant (through the Society for Professional Asset-Managers and Record Keepers)
Chas P. Smith honored T. Boone Pickens with a degree from Florida Southern College for entrepreneurship and philanthropy in September of 2014. T. Boone Pickens spoke and answered questions from a panel of students.
On June 14, 2014, Chas P. Smith, president and chief investment officer of CPS Investment Advisors in Lakeland, was a guest speaker at the Mathews Benefit Group Employee Benefit Plan conference. His topic was wealth accumulation through 401k/profit sharing plan contributions.