50 Years Strong, Building the Next 50

As we enter this fall season of gratitude, I am reminded of the incredible partnership we share with each of you. Many of you have shared positive feedback regarding your portfolios this year.

I have every confidence in our Wealth Advisors and in our Investment Committee, led by Blake and David, which is among the most disciplined, research-driven, and time-tested groups in the industry. Yet the process only works because of the trust you place in us. From peak to trough, markets fell nearly 21% this year during April amid headlines ranging from tariffs to global conflicts. Through it all, you allowed us to stay true to our process and remained steady when it would have been easier to react. Watching account values and statements with negative numbers is never easy, but your trust gave us the space to do what we do best. Thank you!

This year is especially meaningful for CPC

We opened our doors 50 years ago with a simple idea: that financial advice must be rooted in clarity, discipline, and an unwavering commitment to our clients. That principle has guided every decision since, and it remains at the heart of who we are today.

At the same time, we are laying the foundation for the next 50 years. That begins with people - continuously investing in our team and bringing on individuals of integrity, character, and talent who can carry our culture forward. As I shared in my last letter, we’ve expanded ownership among the next generation of leaders to ensure continuity and strong stewardship. We are elevating client service by developing our advisors and staff through training and mentorship, and by thoughtfully investing in technology, including AI, to transform the way we serve you with clarity, efficiency, and confidence. Just as importantly, we are strengthening our research capabilities so that our investment discipline remains both resilient and innovative, no matter what the market environment.

We are excited to honor the legacy of the past 50 years while ensuring that CPC Advisors is even stronger for the next 50. With your trust, we will continue to grow with purpose, lead with integrity, and deliver the kind of partnership that endures across generations.