CSSC: Who We Are

Who We Are | Our Subsidiaries | Become an Affiliate | Opportunities at TEPI | Newsroom | Contact Us | Login
Learn more:
The History of CSSC
How We ARE Different
Who We Serve
The Need for Innovation

Wealthy Individual Investors Services and Solutions

Individual Investor Services
  • Investment Policy Design and Implementation
  • Individual and Joint Accounts
  • Individual Retirement Accounts
        Traditional IRA, Roth IRA, SEP IRA, Rollover IRA
  • Insurance Consulting Services
        Life Insurance Audits, New Policy Design
        Annuities, Disability Insurance
        Long Term Care Insurance, Life Settlements
  • Charitable Giving Strategies and Implementation
  • Forensic Consulting
  • Financial Planning
Why CSSC for Individual Investor 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 individual 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

© 2011 Consulting Services Support Corporation | Contact TEPI | Privacy Policy | Website Disclaimer