Our approach to investment is simple – everything is done with only your best interest in mind. Our actions are never based on quotas, commissions, proprietary products or company sales forecasts. That’s why we only provide customized, investment management supported by a thorough process which helps ensure opportunities are properly identified and important details are not overlooked.
As our client, you will benefit from a collaborative relationship that addresses – and anticipates – your needs. We follow a rigorous and disciplined wealth management process that provides a structured approach while allowing for careful customization as your unique needs and situation dictate.
The CPC Investment Process
What do car shopping and investing have in common? The answer may surprise you. Join David Hunter, the Director of Research and Investments at CPC, as he answers this riddle and takes you on a quick ride through the CPC investment process.
Understand Your Goals
Together, we will define your needs, goals and risk profile.
Create a Plan
The appropriate allocation of assets is determined to help realize your objectives.
Craft Your Portfolio
Specific investments that align with and support your strategy are identified.
Stay on Course
Review your investments and financial goals to ensure continued alignment
Investment Committee & Advisors
- ▸Direct firm investment philosophy
- ▸Establish asset allocation targets and rebalancing efforts
- ▸Screen asset managers for new opportunities or bench player
- ▸Oversee due diligence efforts
- ▸Approve changes to investments on firm’s platform
- ▸Approve tactical portfolio positioning
- ▸Monitor investment performance of advisory accounts by asset class and underlying portfolio positioning
Our Investment Committee & Advisors
David G. Hunter, CFA®, CAIA, CSRICTM
- • 15 years of financial service experience
- • BA in Economics from the University of Florida
Blake A. Flood, CFP®
Senior Vice President, CPC
- • Chairman of Investment Committee, CPC
- • 27 years of investment experience
- • MBA from Georgia State University
Adele V. Gipson, CPA, CFA®, CFP®
- • 16 years of investment experience
- • Previously managed international equities in BellSouth pension assets
Varun K. Marneni, CFP®, CEPA
- • 13 years of financial service experience
- • BS in Finance from the University of Florida
Michael J. McCool, CFP®, CIMA®
- • 22 years of investment experience
- • BA in Economics from Columbia University
Associates
Daren Sexton
Senior Registered Associate, RJFS
- • BS in Finance from Georgia Southern University
Brooks Garrett
- • BBA in Finance from the University of Georgia
Daniel Molina
- • MS in Data Science & Analytics
