CPS Investment Advisors has been providing investment management and financial counseling services since 1989. The firm creates personalized investment policies and manages portfolios based on individual client goals, utilizing a value-driven investment philosophy focused on undervalued companies, strong balance sheets, and long-term growth. CPS Investment Advisors offers direct investment management, cash management services, specialized programs for retirement plans like 401(k)s and 403(b)s, and one-time financial planning and consulting. Additionally, through its CPAlliance program, CPS Investment Advisors collaborates with Certified Public Accountants to provide coordinated tax, accounting, and investment management services. The firm serves individuals, high net worth clients, trusts, estates, charitable organizations, pension plans, and corporations.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.50% |
| $3.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Rates apply to direct investment supervisory services. Cash management services charge 0.50% for assets up to $99,000,000. CPAlliance program splits fees equally between the CPA firm and CPS Investment Advisors with identical total percentages. All fees are negotiable.