Partnering for
Portfolio Success
Empowering financial advisers with professionally managed portfolios and personalized support.
Investment Solutions by Advisers, for Advisers.
Specialized TPAM services designed to optimize returns, reduce stress, and boost client satisfaction.
Your Business, Elevated
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.
Industry-leading Expertise
Access seasoned portfolio managers, dedicated researchers, and advanced analytical tools.
Increased Efficiency
Delegate time-consuming investment tasks, freeing you to strengthen client relationships and grow your practice.
Scalable Growth
Easily add more clients or diversify your offerings without expanding your internal resources.
Our
Approach to Portfolio Management
We operate as an extension of your team, taking on core portfolio tasks so you can provide best-in-class service to your clients.
1. Portfolio Construction
We determine optimal asset allocations, leveraging strategies like growth, value, ESG, or custom models.
2. Monitoring & Rebalancing
We track performance, benchmark regularly, and rebalance portfolios as markets shift or client goals evolve.
3. Transparent Reporting
Receive clear performance reports, risk assessments, and compliance documentation—always at your fingertips.
“Effective collaboration starts with aligned values, transparent communication, and a commitment to delivering long-term client value.”
Envision the Impact
Partnering with a third-party asset manager means real-world
advantages that can transform your business.
Enhanced Client Retention
Elevate your client experience with proactive oversight and personalized communication.
Increased Efficiency
Delegate routine tasks and free up time for strategic planning, marketing, and client relationship building.
Scalable Growth
Onboard new clients seamlessly and expand into additional markets—all without ballooning overhead.
Sharper Competitive Edge
Differentiate your firm by offering a high-impact portfolio management system backed by decades of market expertise.
Meet Our Investment Team
Real experts, real strategies. Our seasoned professionals are dedicated to delivering the best outcomes for your clients.
Kregg Rooze, Director
Team member is the guiding force behind our creative portfolio management approach. They stay hands-on with strategy design, risk assessment, and elevating the client experience to consistently deliver remarkable outcomes.
Jamie Barber, Principle
Team member is the guiding force behind our creative portfolio management approach. They stay hands-on with strategy design, risk assessment, and elevating the client experience to consistently deliver remarkable outcomes.
Ian Reid, Analyst
Team member is the guiding force behind our creative portfolio management approach. They stay hands-on with strategy design, risk assessment, and elevating the client experience to consistently deliver remarkable outcomes.
Bailey Owens, Specialist
Team member is the guiding force behind our creative portfolio management approach. They stay hands-on with strategy design, risk assessment, and elevating the client experience to consistently deliver remarkable outcomes.
Curious? We’ve Got You Covered
- Our innovative approach to portfolio management aims to deliver measurable benefits for both advisors and their clients—now and into the future.
- Our innovative approach to portfolio management aims to deliver measurable benefits for both advisors and their clients—now and into the future.
- Our innovative approach to portfolio management aims to deliver measurable benefits for both advisors and their clients—now and into the future.
- Our innovative approach to portfolio management aims to deliver measurable benefits for both advisors and their clients—now and into the future.
- Our innovative approach to portfolio management aims to deliver measurable benefits for both advisors and their clients—now and into the future.
- Our innovative approach to portfolio management aims to deliver measurable benefits for both advisors and their clients—now and into the future.
- Our innovative approach to portfolio management aims to deliver measurable benefits for both advisors and their clients—now and into the future.
Comprehensive Solutions for Every Adviser
How
to Get Started
Schedule a Consultation
Discuss your business goals, client demographics, and potential strategies.
Onboarding & Transition
We handle account setup, coordinate custodial transfers, and integrate reporting.
Ongoing Collaboration
Expect regular performance reviews, strategy updates, and open communication channels.
Let’s Talk Strategy
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."