Charles P Reinhold, President and CCOWhether the objective is to build wealth or plan the next financial goal, CPR Investments Inc. delivers a full suite of investment planning services through a consistent, client-first experience. Supporting this approach is its growing suite of custom investment strategies created with its proprietary financial planning software.
“Our ability to rapidly adopt new technology and offer investment advice helps clients understand current investments and achieve their financial goals on their desired timeline,” says Charles P Reinhold, president and CCO.
Its advisors use tactical and strategic money management, options and futures to design non-traditional portfolios that help clients meet their investment objectives.
The engine behind CPR Investments Inc.’s capabilities is its software, which provides an all-encompassing view into clients’ entire investment picture. Online financial planning tools link a client’s investment accounts, enabling advisors to conduct detailed portfolio analyses, propose effective investment strategies and build dynamic financial plans. Investors can log in at any time to monitor the progress of their plans and ensure they’re on track with their goals.
Sophisticated portfolios curated by CPR Investments Inc. make advanced financial planning accessible to a wide range of investors. A prime example is its Apex portfolio, which brings the services of tactical money managers who implement advanced investment strategies for high-value portfolios. The firm’s innovative trading infrastructure pools individual accounts together to create a single high-value portfolio, which can be handled by third-party money managers. This approach helps deliver portfolio management to clients across wealth levels in a scalable, efficient way.
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Our ability to rapidly adopt new technology and offer investment advice helps clients understand current investments and achieve their financial goals on their desired timeline.
In its advisory services, CPR Investments Inc. ensures the standardization of the client experience. Irrespective of which advisor a client works with, they receive a well-defined portfolio aligned with their specific goals and risk profile.
Rather than steering clients into a narrow set of pre-defined offerings, the firm takes an agnostic approach. Through detailed presentations and open discussions, clients gain a deeper understanding of their investment choices and diverse financial strategies.
This emphasis on investor education is a core reason many clients find CPR Investments Inc.’s method refreshingly different. One investor, for instance, approached it when he unknowingly incurred a hefty surrender charge after being advised by an advisory firm to move funds from one annuity to another. CPR Investments Inc.’s advisors input his investment details into their software and analyzed the pros and cons of his portfolio, giving him clarity on his investments. Understanding available investing options and how each fits into his broader financial plan empowered the client to confidently make informed decisions.
A deep commitment to supporting clients in achieving their financial goals solidifies CPR Investments Inc.’s position as a strategic advisor and financial advocate every investor needs.
All written content on this site is for information purposes only. Opinions expressed herein are solely those of CPR Investments Inc. and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services are offered through CPR Investments Inc. an SEC Registered Investment Advisor. Being registered as a registered investment adviser does not imply a certain level of skill or training. Insurance products are offered through CPR Financial Group LLC, an affiliated company.
