||Wealthy Individual Investors Services and Solutions
Why CSSC for Individual Investor Services and Solutions?
- 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
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.
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