A complete list of active advisors currently associated with Collaborative Portfolio Management

Warmer can help you find a great advisor at Collaborative Portfolio Management or one who fits your needs even better.

Collaborative Portfolio Management works with individuals and families as well as businesses, trusts, estates and nonprofit clients, offering discretionary portfolio management, financial planning, consulting, and participant-level 401(k) advice. The firm delivers advisory services across multiple managed-account platforms and also provides limited-scope consulting and ongoing planning engagements. CPM’s investment process emphasizes relative strength analysis and point-and-figure charting to build globally diversified portfolios using individual equities, ETFs, mutual funds and fixed income, with an expressed focus on capital preservation alongside growth. Accounts are generally managed on a discretionary basis across distinct platform types (managed stock/ETF/fixed income, managed accounts, and participant retirement accounts), and the firm may employ short-term trades, option strategies or margin where appropriate to a client’s risk profile. Notably, some associated persons of CPM also serve as registered representatives of APW Capital, Inc. and as licensed insurance agents, and in those separate capacities may effect commissionable securities transactions, receive 12b‑1 or other distribution fees, and sell insurance or annuity products. The firm discloses these relationships and potential conflicts of interest, may use APW as a broker/custodian for certain accounts, and states that clients are under no obligation to transact through those representatives.

To learn more about the advisors currently working at Collaborative Portfolio Management, 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.