Portland, OR Office
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CPR Investments Inc
Team
Firm-wide stats for CPR Investments Inc
About
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.
Based on CPR Investments Inc
Expertise
Based on CPR Investments Inc
Location
Portland OR
Advisors at this office
2
Advisors at this office
Bruce D
Series 63, Series 65
Portland, OR
CPR Investments Inc
Bruce Denk is a financial advisor with CPR Investments Inc. based in Portland, OR, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has been active with Denk & Associates, Inc. and Denk Financial Advisors since 2004 and is involved as an independent contractor in Medicare insurance sales through Modern Insurance, Inc. He also participates in insurance sales with CPR Financial Group LLC. CPR Investments Inc. provides discretionary portfolio management, financial planning, and ERISA plan services to individuals, businesses, and retirement plans. The firm assembles multi-manager portfolios blending in-house tactical models with third-party sub-advisors and emphasizes defensive positioning, managing accounts on a discretionary basis with ongoing monitoring and rebalancing.
Janell D
Series 63, Series 65
Portland, OR
CPR Investments Inc
Janell Denk is a financial advisor at CPR Investments Inc with 36 years of industry experience. She holds Series 63 and Series 65 credentials and has been affiliated with CPR Financial Group, Ausdal Financial Partners, and her own firm, Denk and Associates, since 2004. In addition to her advisory roles, she sells insurance and annuities as an independent contractor with CPR Financial Group. CPR Investments Inc. provides discretionary portfolio management, financial planning, and ERISA plan services to individuals, businesses, and retirement plans. The firm uses multi-manager portfolios combining in-house tactical models and third-party sub-advisors, emphasizing defensive positioning and ongoing model monitoring.
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