||Business Services and Solutions
- Investment Policy Statement Design & Review
- Defined Benefit & Defined Contribution Plans
Employee Controlled Plans
Trustee Controlled Plans
- 401(k) Plans
Traditional 401(k) and The Online 401(k)
- Profit Sharing Plans
- Corporate & Executive Benefit Plans
- Insurance Consulting Services
Life Insurance Audits, New Policy Design
Key Person Insurance, Annuities
Disability Insurance, Long Term Care Insurance
- Charitable Giving Strategies and Implementation
- Forensic Consulting
- Financial Planning
Why CSSC for Business Services and Solutions?
CSSC IAS believes that investment advisers must have access to a process that provides universal market access (to the greatest extent possible) in a transparent way, and
which lacks any compromising relationships.
It is these compromising relationships that we believe tend to adversely affect investment performance.
CSSC IAS's services and solutions utilize such a process to provide its clients with client-specific portfolios using Modern Portfolio Theory, CSSC's patent-pending Core/Satellite StrategiesSM, and with CSSC's patented technology and methodologies.
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