CSSC: Who We Are

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Learn more:
The History of CSSC
How We ARE Different
Who We Serve
The Need for Innovation

Business Services and Solutions

Business Investment Services
  • 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
        Life Settlements
  • Charitable Giving Strategies and Implementation
  • Forensic Consulting
  • Financial Planning

Why CSSC for Business Services and Solutions?

CSSC 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'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.

Click here to contact CSSC for a Second Opinion
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