Focusing On Your Needs
You are unique - in your investable assets, in your life experience, in your financial goals. You want advice that takes into account when devising an appropriate plan for you. Capital Preservation Partners (CPP) takes time to discover where you are now and where you want to go. Unlike large Wall Street Firms, we start with you objectives, not canned asset allocation. We analyze your current positions, evaluate your situation and carefully decide on an implementation plan to help you reach your goals.
Explaining Your Portfolio Strategy
As investor, you should always be familiar with your investments and what they are expected to accomplish. Whether we utilize top-performing, lower risk, no-load equity and bond mutual funds, fixed income products, ETFs, REITs or commodity funds, we keep you fully informed and you can be assured your best interest drive our recommendations. Serving your needs is our only mission!
Comprehensive Financial Advice
For Individuals, Families & Closely-Held Businesses
You want an advisor who can offer a plan designed to help protect and grow your assets in a variety of market conditions. Capital Preservation Partners offers comprehensive financial advice and can help you:
- Set Financial Goals
- Analyze & Manage Your Assets
- Develop Strategies To Minimize Tax Exposure
- Develop An Estate Plan
- Evaluate Your Insurance Needs
- Understand & Manage Your Cash Flow
- Plan For Retirement
- Fund Your Child's Higher Education
- Enjoy Your Wealth
Managing Your Assets Through Strategic Alliances
Since Inception CPP has been able to with professional already established with clients and has the ability to refer based upon client needs to accounting and tax-planning experts, insurance specialists, business fiduciaries and attorneys. Our network of professionals have shown time and time again they are able to fully serve clients and provide reliable and expert advice.
Fee-Only Investment Advisors
As fee-only registered investment advisors, we offer unbiased financial advice to help you reach your goals. We charge a management fee based upon a percentage of the value of the assets we manage. The fee is an annual percentage fee, and is billed quarterly by taking the value of the managed assets at the beginning of each calendar quarter and applying one-fourth of that annual percentage fee. As fiduciaries, we do not collect commissions or accept incentives for the investments we recommend.