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Consolidated Portfolio Review Corp. (CPR)

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Consolidated Portfolio Review Corp. (CPR)

Mission statement:

to create and maintain wealth for our clients through long term effective asset management. We build client relationships based on trust, competent professional advice, continual communication, and prompt personal service. We will assist our clients in setting financial goals, monitoring these goals and keeping them informed of the process and achievement of these goals.

Overview:

CPR is a fee-based investment advisor that provides asset management and investment planning services for individual, trust, corporate, 401k and qualified pension accounts. Our roots go back to 1990, when CPR was founded as a division of Diefendorf Capital Planning Associates , a financial services firm offering a full range of products and services. Over the ensuing years, CPR`s highly disciplined approach to investing, market evaluation, and risk management has attracted a growing number of large individual investors and employee benefit plans seeking to preserve capital, accumulate wealth and control risk.

CPR is a company you can talk to and know that you have been heard. We begin by determining our potential clients` financial and personal goals. Although this process may be time consuming, it is critical to your financial success. We will create a plan that will help you to achieve your goals. Money management is challenging even for successful people. Effective money management involves two important components: managing your investments and preserving your wealth . At CPR, we create financial solutions and provide an extraordinary amount of personal service no matter what your profile as an investor may be.

We are proud to add that we can measure our success in terms of client satisfaction . Our approach has resulted in noteworthy expansion and validates that our clients have achieved their objectives with rewarding consistency.

CPR was one of 10 recipients nationwide to receive the 2001 Fleet Bank Small Business Leadership Award . Recognized for our significant revenue growth, we want to thank our capable and dedicated staff and acknowledge the confidence and trust placed upon us by our clients, without whom this recognition would not be possible.

If you come looking for an investment manager to manage your company`s 401(k) or pension plans, you have come to the right place. If you are a successful individual looking for a financial counselor, you can stop looking now. CPR`s purpose is to create and preserve well being for both businesses and individuals.

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