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.
- 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.