Capital Portfolio Management, Inc. (CPM) is a financial advisory firm that specializes in managing the investment portfolios of its clients. With a team of dedicated and experienced advisors, CPM provides personalized financial solutions to help individuals and businesses achieve their financial goals.
How does the advisor help clients – Key Takeaways:
CPM takes a comprehensive and personalized approach to managing its clients’ portfolios. The firm’s advisors work closely with each client to understand their unique financial situation and goals, and then develop tailored investment strategies to help them achieve those goals. CPM also offers ongoing portfolio monitoring and can make adjustments to the investments as needed to ensure the client’s goals are being met.
Facts and Insights:
As of 2021, CPM manages over $500 million in assets for clients across the country. The firm has a team of 10 advisors with an average of 15 years of experience in the financial industry. CPM has been in business since 2005 and has built a strong reputation for providing reliable and effective financial services.
| Year | Assets Under Management | Number of Advisors |
|---|---|---|
| 2021 | $500 million | 10 |
| 2020 | $450 million | 9 |
| 2019 | $400 million | 8 |
Financial Services Offered:
CPM offers a range of financial services to its clients, including investment management, retirement planning, estate planning, tax planning, and risk management. The firm understands that every client has unique financial needs and goals, and works to provide customized solutions that align with those needs.
Client Types:
CPM works with individuals, families, and businesses to manage their investment portfolios and provide financial advice. The firm also works with high net worth individuals and offers specialized services for this client segment.
Fees & Compensation:
CPM charges a percentage of assets under management as its fee, which varies based on the size of the client’s portfolio. The firm believes in a transparent fee structure and provides its clients with detailed information about its fees and how they are calculated. CPM does not receive any compensation from third parties for recommending specific investments to its clients, ensuring that its recommendations are always in the best interest of the client.
Background:
CPM was founded in 2005 by a team of experienced financial advisors who saw the need for personalized and comprehensive financial services in the market. The firm’s mission is to help its clients achieve their financial goals through a combination of expert advice and personalized investment strategies.
Financial Advisor Disclosures to Know:
As a registered investment advisor, CPM is required to disclose any potential conflicts of interest to its clients. This includes any affiliations with other firms, potential conflicts arising from compensation structures, and any outside business activities of its advisors. CPM takes these disclosures seriously and is committed to being transparent and ethical in all its dealings with clients.