Asset Management

CP Capital offers investment planning, advisory services and discretionary investing to meet your needs.

Asset management services provide access to experienced professionals who work with you to design an investment strategy that will help meet your needs both today and into the future. Our advisors will work with you to understand your risk tolerance, determine the right asset allocation and implement your portfolio strategy. Once this is determined, it’s important to review your portfolio on a regular basis to stay on top of evolving changes in your life and in the market.

Our in-house financial advisors are available for all of your investment needs. Additionally, our clients may open discretionary separate fee-based accounts for assets to be managed by third party professional money managers. The asset managers available include over 75 of the most respectable and recognized firms in 200 investment disciplines. Asset allocation is integral to these accounts and is based on your risk tolerance profile. We can design solutions that best fit your needs.

Our Services

  • Portfolio Evaluation
  • Separately Managed Accounts
  • Stand Alone Mutual Fund Programs
  • Multi Manager Account Program
  • Unified Manage Account Program
  • Advisor Directed Program
  • Financial Planning