Portfolios Built With Purpose
Our turnkey asset management program handles your investing
with precision,
freeing you to focus your advisory voice where it matters most.
Why Advisers Choose CPM
Build a Practice with Purpose
Build for the long term with our turnkey process and scalable support. Strengthen your practice while keeping client needs front and center.
More Time for What Matters
With daily investment tasks off your plate, you gain hours to focus on planning, prospecting, and strengthening client relationships.
Professional Asset Management
Access research-driven portfolios, fund screening, and active oversight with Traditional and Biblically Responsible Investing (BRI) models on one platform.
“At Creative Portfolio Management, we believe in forging partnerships built on trust, innovation, and transparency. So our clients can invest with confidence.”
Brent Owens, President of CFD Companies
Getting Started Is Easier Than You Think
Coast-to-coast support, a clear process, and a team ready to help you succeed.
The Process Behind Every Strategy
Risk and Performance Screening
Each investment is assessed for volatility, consistency, and contribution to overall portfolio balance, including standard deviation, alpha, Sharpe ratio, and more.
Ratings and Research Filters
We screen holdings using third-party ratings and grades such as Morningstar stars, analyst shields, and pillar evaluations to ensure fund strength and reliability.
Manager Due Diligence
Our team evaluates each fund's leadership for tenure, transparency, fee structure, and ownership, with direct communication when necessary.
Biblically Responsible Options Available
For clients seeking BRI, we apply an added layer of Biblical screening to exclude companies that conflict with Christian values.
How It Works
Learn
Explore our models and investment philosophy
Launch
Select strategies and onboard your clients with ease
Leverage
Let our team manage portfolios, you focus on growth
Partnering for
Portfolio Success
Empowering financial advisers with professionally managed portfolios and personalized support.
Your Business, Elevated
Customizable
Portfolios
Tailored solutions for your
clients' unique needs.
Compliance
Support
Stay secure with our proactive
risk management.
Efficient
Operations
Spend less time managing investments
and more time growing your business.
Comprehensive Solutions for Every Adviser
Whether you're looking for model portfolios, separately managed accounts (SMAs), or specialized Biblically Responsible Investing options, CPM delivers a range of professionally managed solutions that align with your goals and values
Advisers Who Thrive with CPM
CEO, MyCompany
"Write a quote here from one of your customers. Quotes are a great way to build confidence in your products or services."
CEO, MyCompany
"Write a quote here from one of your customers. Quotes are a great way to build confidence in your products or services."
CEO, MyCompany
"Write a quote here from one of your customers. Quotes are a great way to build confidence in your products or services."
Ready to Take the Next Step?
Tell us a bit about your business. We’ll answer questions and help you explore next steps.
Are We a Good Fit?
Hi, I’m Jamie Barber, Director of Strategic Partnerships at Creative Portfolio Management. I can’t wait to learn more about you and your business, and see how we can help.
