Two Firms. One Investment-Focused Approach.
Creative Portfolio Management
With over 40 years of asset management experience, CPM helps financial advisers streamline investment oversight and spend more time focusing on client relationships and business growth.
CPM offers professionally managed portfolios, including traditional and Biblically Responsible Investing (BRI) solutions, supported by ongoing monitoring and experienced investment professionals.
Cestrian Capital Research
Cestrian Capital Research specializes in independent equity research and quantitative investment strategies.
Its SignalFlow AI model family uses decades of quantitative research to identify patterns in securities pricing. Each strategy incorporates a risk model designed to minimize drawdowns and a ranking model designed to optimize returns.
Explore SignalFlow AI Strategies
SignalFlow Core
A quantitative investment strategy that rotates among SPY, SCHD, and cash. It is designed for professional investors seeking a systematic approach to balancing investment performance and volatility.
SignalFlow Sector Rotation
A strategy that rotates among S&P 500 sector ETFs based on relative strength, with the ability to shift to cash during periods of broad sector weakness.
More Investment Capabilities. More Time for Clients.
Access to professional portfolio management and research-driven investment strategies can help financial advisers expand their offerings while reducing the demands of everyday investment oversight.
By combining CPM's investment management resources with Cestrian Capital Research's quantitative strategies, advisers can explore additional ways to address client objectives while remaining focused on their practices.
Discover What's Possible
Learn how CPM and SignalFlow AI strategies may complement your investment approach.