INVESTMENT MANAGEMENT

As an independent manager of managers, CSPW has the freedom to seek the best institutions to manage client portfolios. 

Our open platform provides us the ability to select model portfolios, mutual funds, ETFs, separately managed accounts, equities, fixed-income securities, structured notes, and alternative investments.

When you work with us, we will:

Identify Your Short- and Long-Term Objectives
As these objectives change, we’ll strategically adjust our approach according to the current state of the market so you continue to generate returns. 

Determine Your Optimal Risk Tolerance
Through a series of questions, we’ll pinpoint the exact amount of risk needed for you to achieve your goals and remain confident in our services. 

Follow a Timeline That’s Right For You
After outlining your objectives, we’ll design a strategy that aligns with your optimal timeline for achieving your returns.