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Wealthy Individual Investors 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
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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