CP is a comprehensive, independent and objective advisory firm which provides financial consulting services on over $500 million of investment assets from individuals, families and endowments.
News and Commentary 
22 Feb 2012
Stocks End in the Red After Data, EU Woes22 Feb 2012
Greece Concerns, Data Send Stocks Lower22 Feb 2012
Are Central Banks Moving the Gold Market?
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