Communicating goals and objectives to Advisor.
All client facing service and support. Assisting client in achieving and protecting financial independence, selecting money manager, and custodian.
Assisting the Advisor in managing their investment advisory practice by providing layers of client and advisor support including the tools, education, and resources that Advisors need in order to help clients achieve and protect their financial independence.
Physically holding the assets. CPS manages client portfolios on the custodial platform. They work in the background of the Money Manager.
Fidelity, TD Ameritrade
Assisting the Advisor by carefully crafting portfolios that are hand-curated and filled with high quality companies that matches clients objectives and risk tolerance.