CP is a comprehensive, independent and objective advisory firm which provides financial consulting services on over $550 million of investment assets from individuals, families and endowments.
News and Commentary 
20 May 2012
Window to Keep Greece in Euro Closing19 May 2012
Europe Steals the Spotlight as U.S. Quietly Recovers18 May 2012
Strong Case for Selling These Steel Names
What Matters Most to our Clients
- 01 Independence and Objectivity
- 02 Costs
- 03 Taxes
- 04 Access
- 05 Asset Allocation and Asset Location
- 06 Levels of Diversification
- 07 Portfolio Rebalancing
- 08 Coordinated Planning
- 09 Winning by Not Losing
- 10 Trusted Advisory Team