Winterville, NC Office
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CPS Investment Advisors
Team
Firm-wide stats for CPS Investment Advisors
About
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.
Based on CPS Investment Advisors
Expertise
Based on CPS Investment Advisors
Location
154 C Beacon Dr
Winterville NC 28590
Advisors at this office
3
Advisors at this office
Derek S
Series 65, Series 66
Winterville, NC
CPS Investment Advisors
Derek Stroud is a financial advisor with CPS Investment Advisors in Winterville, NC, holding Series 65 and Series 66 credentials and bringing 20 years of industry experience. He has held roles at CPS Investment Advisors since 2016 and previously worked with Morningstar Investment Services, LLC. Outside of advisory work, Stroud is president of a registered CPA firm in North Carolina, where he dedicates a significant portion of his time. CPS Investment Advisors provides investment supervisory services and financial planning to a wide range of clients, including individuals, trusts, corporations, and charitable organizations. The firm employs a value-driven investment approach focused on fundamental analysis and long-term holdings, integrating closely with CPA firms and offering multi-disciplinary services through its alliance model.
Larry T
PFS™, Series 63, Series 65
Winterville, NC
CPS Investment Advisors
Larry Tyndall is a financial advisor at CPS Investment Advisors with 20 years of industry experience. He holds the PFS™ designation as well as Series 63 and Series 65 licenses. In addition to his advisory role, he serves as vice president of Tyndall Stroud CPAs, P.C., providing tax and accounting services, and is a licensed life insurance agent with Tyndall Stroud Insurance Services, LLC. CPS Investment Advisors offers investment supervisory services and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations. The firm employs a value-driven approach based on fundamental analysis and integrates its services with affiliated CPA firms and insurance entities.
Christopher T
Series 65, Series 66
Winterville, NC
CPS Investment Advisors
Christopher Tyndall is a financial advisor at CPS Investment Advisors with 20 years of industry experience. He holds Series 65 and Series 66 licenses and has worked with firms including Morningstar Investment Services LLC and Tyndall Stroud Wealth Management, LLC. Outside of advisory services, he is an author of a book recounting a friend’s experience related to the Vietnam conflict. CPS Investment Advisors provides investment supervisory services and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations. The firm employs a value-driven investment approach focused on fundamental analysis and long-term holdings, and it operates through an alliance model partnering with CPA firms and other professional services.
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