A complete list of active advisors currently associated with CPS Investment Advisors
Warmer can help you find a great advisor at CPS Investment Advisors or one who fits your needs even better.
CPS Investment Advisors provides investment supervisory services and financial planning to a broad client base that includes individuals (including high-net-worth clients), trusts and estates, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers discretionary portfolio management, retirement-plan advisory programs (401(k) and 403(b)), cash-management services, financial planning, and educational seminars. CPS’s investment approach is value-driven and grounded in fundamental analysis, aiming to identify established companies with strong balance sheets, dependable earnings and competitive advantages, while generally taking a long-term view; short-term trading, margin strategies and option writing are used only when consistent with a client’s stated risk tolerance. The firm draws on third-party research services and, for plan work, engages third-party administrators for accounting and document preparation while retaining investment decision authority. What distinguishes CPS from many peers is its integration with other professional services and its alliance model: the firm is affiliated with a CPA firm (CPS Group CPAs, PA) and operates a CPAlliance program that partners with independent CPA firms to deliver investment supervisory services, training, and referral arrangements in which participating firms share responsibilities with CPS. CPS also owns an independent insurance agency and a tax-lien fund entity, participates in Fidelity’s institutional platform, and provides class-action monitoring through Broadridge, reflecting a multi-disciplinary and networked service model.
To learn more about the advisors currently working at CPS Investment Advisors, 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.
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