How It Works

RESPONSIBLE FOR:

Communicating goals and objectives to Advisor.

RESPONSIBLE FOR:

All client facing service and support. Assisting client in achieving and protecting financial independence, selecting money manager, and custodian.

RESPONSIBLE FOR:

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.

RESPONSIBLE FOR:

Physically holding the assets. CPS manages client portfolios on the custodial platform. They work in the background of the Money Manager.

Typical Entity:
Fidelity, TD Ameritrade

RESPONSIBLE FOR:

Assisting the Advisor by carefully crafting portfolios that are hand-curated and filled with high quality companies that matches clients objectives and risk tolerance.

Typical Entity:
CPS Investment Advisors