Our Mission
Our Mission
"To deliver rigorous, research-driven asset management that frees financial advisers to spend more time advising, prospecting, and changing lives."
"To deliver rigorous, research-driven asset management that frees financial advisers to spend more time advising, prospecting, and changing lives."
Built on Decades of Adviser-First Expertise
Backed by over 40 years of industry experience, CPM is led by a team of investment professionals, CFA Charterholders, and strategic thinkers dedicated to serving today’s adviser.
Located in the Creative Financial Centre®
Operating from the Creative Financial Centre® campus, we unite research, planning, and portfolio management under one roof, giving advisers integrated resources and specialized talent for efficient, end-to-end investment support.
Located in the Creative Financial Centre®
Operating from the Creative Financial Centre® campus, we unite research, planning, and portfolio management under one roof, giving advisers integrated resources and specialized talent for efficient, end-to-end investment support.
Built in the Heartland. Serving Coast to Coast.
Rooted in America’s heartland and operating nationwide, CPM pairs Midwestern integrity with institutional rigor, delivering research-backed portfolios, coast-to-coast service teams, and agile support that empowers advisers in every market.
Make Your Next Move with Confidence
Get the full picture of services, support, and strategies in one place.
Are We a Good Fit?
Hi, I’m Jamie Barber, Director of Strategic Partnerships at Creative Portfolio Management. I can’t wait to learn more about you and your business, and see how we can help.
