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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


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