Client Relationship Summary -- "Form CRS"

Effective July 31, 2020, Registered Investment Advisors, like us, are required to provide a new form, called the Client Relationship Summary ("Form CRS")
to retail investors.
CPI's Form CRS tells you about:
- The types of services we offer
- The fees and costs you will have to pay for our services
- Conflicts of interest we may have
- Required standard of conduct associated with our services
- Reportable legal or disciplinary history, if any (spoiler alert: we don't have any)
- Key questions to ask us! (see Conversation Starters)
To view our current Form CRS, please click here
Any questions, Contact Us