The CPP Process

The CPP Investment Process

  • Thorough review of our clients financial situation in the context of their unique goals & needs.
  • Comprehensive analysis of all current holdings and creation of an individualized asset allocation plan.
  • Investments are continually analyzed and carefully selected to meet our clients objectives while reducing overall risk.

Manager Selection

  • Indentify managers with superior long-term risk adjusted performance during bull and bear markets
  • Thorough statistical analysis and monitoring of investment discipline, style, tax efficiency and volatility.
  • Investment guidelines include outperforming the benchmarks with less volatility.
Website Design For Financial Services Professionals | Copyright 2017 All rights reserved