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

Institutional Services and Solutions

Insitutional Advisory Services
  • Investment Policy Statement Design and Review
  • Defined Benefit and Defined Contribution Plans
        Participant Controlled Plans
        Trustee Controlled Plans
  • 401(k) Plans
        Traditional 401(k) and The Online 401(k)
  • 403(b) Plans
  • Profit Sharing Plans
  • Corporate & Executive Benefit Plans
  • Insurance Consulting Services
        Insurance Audits, New Policy Design
        Existing Policy Audits, Key Person Insurance
  • Corporate and Executive Benefits
  • Forensic Consulting
Why CSSC for Institutional 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 institutional clients with client-specific portfolios using Modern Portfolio Theory, CSSC's patent-pending Core/Satellite StrategiesSM, and with CSSC's patented technology and methodologies.

Many institutional plans have had the same investment adviser for many years, but unlike the medical profession where patients often seek a second opinion (especially when they are not getting any better),  institutional investors tend to keep the same adviser. If your plan has not been meeting its benchmarks, is underfunded, and its underperformance tends to make you sick, perhaps a second opinion is needed.

Click here to contact CSSC for a Second Opinion
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