Bellevue, WA Office

CPR Investments Inc. provides discretionary portfolio management, financial planning and ERISA plan services to individuals, businesses and retirement plans, and also offers written financial plans and hourly or fixed-fee planning work. The firm additionally serves other financial professionals through sub‑advisory relationships, turnkey asset management providers, annuity company model programs and a subscription service that delivers trading signals and model strategies to advisers.

CPR assembles multi‑manager portfolios that combine in‑house tactical models with third‑party registered investment advisors and sub‑advisors (including First Trust Advisors L.P.) to pursue tactical and absolute‑return style strategies. The firm emphasizes defensive positioning—moving to fixed income or cash and, in some strategies, using inverse investments to limit downside—and manages accounts on a discretionary basis with ongoing model monitoring and rebalancing.

Distinctive features relative to many peers include affiliated brokerage and insurance activities: the managing member is a licensed insurance agent with CPR Financial Group LLC and a registered representative of Ausdal Financial Partners, and the firm discloses receiving marketing services fees from Axos for client accounts. CPR also operates a multi‑office structure (16 offices), offers structured notes and market‑linked CD management as a specific service, and routinely acts as a referrer and sub‑adviser, receiving referral or sub‑advisory fees when placing clients with third‑party money managers.