The CPP Process

Building Your Plan

You'll find that we do not rush the planning process. At our initial meeting, we get acquainted, discuss your current financial situation and describe our process. At the next meeting, we discuss your assets in more in depth and offer suggestions we feel can help you reach your goals, as well as developing an Investment Policy Statement that describes the plan in detail. With your approval, we implement the plan and begin monitoring your investments,making adjustments as needed based on your life changes, as well as changes in the markets.

Our Investment Philosophy

We are committed to achieving our clients financial goal with a focus on solid investment strategies and overall risk reduction.
Comprehensive wealth management services for individuals and institutions.
Independent and objective money management, financial and tax planning services.
A focus on risk reduction while building wealth, and/or generating income.
Personalized asset allocation, investment portfolios & wealth management strategies.
Fee-Only investment advisors.

The CPP Investment Process

Thorough review of our clients financial situation in the context of their unique goals & needs.
Comprehensive analysis of all current holdings and creation of an individualized asset allocation plan.
Investments are continually analyzed and carefully selected to meet our clients objectives while reducing overall risk.

Manager Selection

Identify managers with superior long-term risk adjusted performance during bull and bear markets
Thorough statistical analysis and monitoring of investment discipline, style, tax efficiency and volatility.
Investment guidelines include outperforming the benchmarks with less volatility.

Preserving And Growing Your Wealth

Determining your risk tolerance and investment time horizon are critical steps when developing a sound investment plan. You'll find we excel at both, as well as taking into consideration tax implications. Only then do we build an asset allocation model and suggest specific investments. Whether you want to increase your wealth at an aggressive rate or are more interested in having a steady stream of income, we do the research and make suggestions in line with your goals.

Asset Protection

Capital Preservation Partners uses Charles Schwab as our custodian for our client's assets as having Charles Schwab as our custodian allows for 100% transparency as all account balances and transactions can be verified through Schwab and clients have the availability to view their account through their online login.

A copy of the CPP Form ADV is available here. | A copy of the CPP Form CRS is available here.

The SEC maintains an Investment Advisor Public Disclosure website where you may view Capital Preservation Partners Inc. Form ADV Part I. Click here and enter the firm’s SEC number 126340 on the site’s search page to view our Form ADV Part I.

Capital Preservation Partners, Inc. ("CPP") is an investment adviser located in Bronxville, New York. CPP and its representatives are in compliance with the current filing requirements imposed upon registered investment advisers by those states in which CPP maintains clients. CPP may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. CPP's web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of CPP's web site on the Internet should not be construed by any consumer and/or prospective client as CPP's solicitation to effect, or attempt to effect transactions in securities. Nor is CPP rendering personalized investment advice for compensation over the Internet. Any subsequent, direct communication by CPP with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of CPP, please contact the state securities law administrators for those states in which CPP maintains a registration filing. A copy of CPP's current written disclosure statement discussing CPP's business operations, services, and fees is available from CPP upon written request. CPP does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to CPP's web site or incorporated herein, and takes no responsibility therefore. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.