CMP Financial Planning

Investment Management


Our investment management is designed to support the financial plans we create for you.  Our investment philosophy has been shaped by decades of academic research influenced by Nobel Laureates that has identified factors believed to lead to higher expected returns over time. Our investment philosophy translates evidence-based, academic research into practical investment solutions for our clients. Academic research resonates with CMP. Our recommendations and activities reflect academic research from educational institutions, rather than profit-driven Wall Street firms.

To this end, we build portfolios using a disciplined structure, focusing on identifiable factors that we believe, over time, will lead to better investment performance. We incorporate rigorous research into the design, management and implementation of our clients’ portfolios. We use a combination of investments that build portfolios that target higher expected returns in a cost-effective manner.  All our clients’ portfolios are appropriate diversified and balanced to help protect against unnecessary risk. We choose investments from a broad selection of global opportunities, balancing risks with opportunities, and seeking to mitigate losses over the short term.

We believe that costs matter and take great precaution to ensure our costs do not erode the value of your investments. Costs include expenses you pay for management, trading and taxes incurred when you earn profits. Our approach to investing includes passive, long-term investing, which also helps reduce trading costs associated with more expensive active management. We work hard to help ensure that your investment portfolio is set up to help support your life goals and dreams.