A complete list of active advisors currently associated with Capital Preservation Partners, Inc.
Warmer can help you find a great advisor at Capital Preservation Partners, Inc. or one who fits your needs even better.
Capital Preservation Partners provides investment advisory and financial planning services to individuals, corporations, trusts, pensions and profit‑sharing plans, serving both high‑net‑worth and non‑HNW clients. The firm manages roughly $222 million in client assets and typically recommends that clients custody accounts at Charles Schwab while delivering discretionary—and occasionally non‑discretionary—portfolio management. CPP constructs tailored portfolios across equities, fixed income and REIT products using stocks, bonds, mutual funds, ETFs, equity‑linked CDs and preferred notes, and employs both fundamental and technical analysis with ongoing (at least quarterly) portfolio reviews. Financial planning offerings include retirement and liquidity planning, philanthropy, education planning, employee stock option planning, concentrated equity risk strategies and estate/tax considerations, which can be integrated with investment management as requested. Distinctive features disclosed in the brochure include an affiliation with an independent legal and accounting practice (KJM), with reciprocal referral activity and separate fee arrangements for those services; the firm explains potential conflicts from those cross‑referrals and describes compliance measures intended to mitigate time‑allocation, confidentiality and conflict‑of‑interest risks. The brochure also notes operational practices that set CPP apart from some peers, including a stated non‑participation in wrap fee programs, an explicit refusal to accept sales‑based compensation, and documented policies for ethics, privacy and trade‑error handling.
To learn more about the advisors currently working at Capital Preservation Partners, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Bronxville, NY
| 3
| |
Bronxville, NY
| 9
|
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