A complete list of active advisors currently associated with CPAsset Management, Inc.

Warmer can help you find a great advisor at CPAsset Management, Inc. or one who fits your needs even better.

The firm provides investment supervisory services to high net worth individuals, trusts, and estates, managing separately managed accounts on both a discretionary and occasional non-discretionary basis. It operates as a single-advisor practice with a small client base and manages roughly $29.8 million in discretionary assets. Investment programs are tailored to each client’s stated objectives, using a mix of fundamental and technical analysis and both long- and short-term purchase strategies as appropriate. Accounts are monitored on an ongoing basis with regular quarterly reviews, and the firm will accept written client-imposed restrictions and limited authority to execute trades. A distinguishing feature is the firm’s affiliation with accounting services: the principal holds CPA and Personal Financial Specialist credentials and provides a modest amount of business and consulting work to clients, which can inform tax and planning considerations. The firm also does not sponsor wrap-fee programs, does not vote client proxies, and does not aggregate trades, giving it an operational profile that differs from many larger independent peers.

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