Our Mission
"To deliver rigorous, research-driven asset management that frees financial advisers to spend more time advising, prospecting, and changing lives."
Built on Decades of Adviser-First Expertise
Backed by over 40 years of industry experience, CPM is led by a team of investment professionals, CFA Charterholders, and strategic thinkers dedicated to serving today’s adviser.
Located in the Creative Financial Centre®
Operating from the Creative Financial Centre® campus, we unite research, planning, and portfolio management under one roof, giving advisers integrated resources and specialized talent for efficient, end-to-end investment support.
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Built in the Heartland. Serving Coast to Coast.
Rooted in America’s heartland and operating nationwide, CPM pairs Midwestern integrity with institutional rigor, delivering research-backed portfolios, coast-to-coast service teams, and agile support that empowers advisers in every market.
Make Your Next Move with Confidence
Get the full picture of services, support, and strategies in one place.