CPIC International
388 Market Street
Suite 1450
San Francisco, CA 94111
Rules of Investing: Trust Your Manager. Be Proactive.
Was your investment manager proactive during the recent financial crisis?
Or did they ride the market down?
We are an experienced San Francisco investment manager offering you:
- A customized, sophisticated, disciplined approach to portfolio management
- Transparency - your account remains under your control at Charles Schwab, TD Ameritrade, etc.
- No conflicts of interest - we are Fee-Only; our only motivation is your account’s performance
- An excellent track record (Please Ask!)
- Dynamic Asset Allocation to improve risk-adjusted returns
About Our Firm
In the current financial climate, it is all about trust.
- CPIC offers you more than 25 years experience
- Work directly with a CPIC principal—not an associate or salesperson
- CPIC’s principals hold MBA degrees from the University of California at Berkeley
- Superior personal service
CPIC can give you peace of mind.
When your life savings and future are at stake, you need an investment advisor you can trust, one who is objective. You need a relationship with a firm that promises to always put your interests first, a firm with proven experience, a strong track record, and the right professional credentials.
At CPIC, your investment portfolio will be managed conservatively, so your loved ones can be protected, so you won't worry about running out of money during retirement.
Our Services
CPIC Offers Cost-effective Wealth Management Services
Whether your long-term goals are ensuring your family’s financial security, maximizing your income, building your wealth, or providing for your retirement, CPIC can help you reach them.
For investors with a $500,000 minimum account, we offer:
Portfolio Management
- Growth, income, or balanced investment styles
- Dynamic Asset Allocation to improve returns
- Customized to your needs: may include tax minimization, etc.
- Retirement planning, tax issue review, etc. related to your account
- Requires a minimum account of $500,000
Help with Complex Financial Decisions
- Rollovers
- Financing and refinancing decisions
- Employee stock options
- Concentrated stock positions
- Gifting, funding college tuitions, etc.
- Retirement planning strategies
- Recommendations to specialists for Wills, Trusts, and Estate Planning
PLEASE INQUIRE about our free one-hour portfolio consultation!
Please be aware that CPIC International has a portfolio minimum of $500,000 to accept inquiries through this directory.
