A Disciplined Approach Helps You Establish and Reach Your Goals

Our approach to investment is simple – everything is done with only your best interest in mind. Our actions are never based on quotas, commissions, proprietary products or company sales forecasts. That’s why we only provide customized, fee-based management supported by a thorough process which helps ensure opportunities are properly identified and important details are not overlooked.

As our client, you will benefit from a collaborative relationship that addresses – and anticipates – your needs. We follow a rigorous and disciplined wealth management process that provides a structured approach while allowing for careful customization as your unique needs and situation dictate.

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The CPC Investment Process

What do car shopping and investing have in common? The answer may surprise you. Join David Hunter, the Director of Research and Investments at CPC, as he answers this riddle and takes you on a quick ride through the CPC investment process.

Our Wealth Management Process

1

Understand Your Goals

Together, we will define your needs, goals and risk profile.

2

Create a Plan

The appropriate allocation of assets is determined to help realize your objectives.

3

Craft Your Portfolio

Specific investments that align with and support your strategy are identified.

4

Stay on Course

Specific investments that align with and support your strategy are identified.

Asset allocation does not guarantee a profit nor protect against loss.
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Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC. Investment advisory services are offered through Consolidated Planning Corporation.  Consolidated Planning Corporation is not a registered broker/dealer and is independent of Raymond James Financial Services.

Investment advisory services are offered through Consolidated Planning Corporation.  Consolidated Planning Corporation is not a registered broker/dealer and is independent of Raymond James Financial Services. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

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