Our Services

Focusing On Your Needs

You are unique - in your investable assets, in your life experience, in your financial goals. You want advice that takes into account when devising an appropriate plan for you. Capital Preservation Partners (CPP) takes time to discover where you are now and where you want to go. Unlike large Wall Street Firms, we start with you objectives, not canned asset allocation. We analyze your current positions, evaluate your situation and carefully decide on an implementation plan to help you reach your goals.

Explaining your portfolio Strategy

As investor, you should always be familiar with your investments and what they are expected to accomplish. Whether we utilize top-performing, lower risk, no-load equity and bond mutual funds, fixed income products, ETFs, REITs or commodity funds, we keep you fully informed and you can be assured your best interest drive our recommendations. Serving your needs is our only mission!

Comprehensive Financial Advice

For Individuals, Families & Closely-Held Businesses

You want an advisor who can offer a plan designed to help protect and grow your assets in a variety of market conditions. Capital Preservation Partners offers comprehensive financial advice and can help you:

Set Financial Goals
Analyze & Manage Your Assets
Develop Strategies To Minimize Tax Exposure
Develop An Estate Plan
Evaluate Your Insurance Needs
Understand & Manage Your Cash Flow
Plan For Retirement
Fund Your Child's Higher Education
Enjoy Your Wealth

Financial Facilitators

Managing Your Assets Through Strategic Alliances

Since Inception CPP has been able to with professional already established with clients and has the ability to refer based upon client needs to accounting and tax-planning experts, insurance specialists, business fiduciaries and attorneys. Our network of professionals have shown time and time again they are able to fully serve clients and provide reliable and expert advice.

Fee-Only Investment Advisors

As fee-only registered investment advisors, we offer unbiased financial advice to help you reach your goals. We charge a management fee based upon a percentage of the value of the assets we manage. The fee is an annual percentage fee, and is billed quarterly by taking the value of the managed assets at the beginning of each calendar quarter and applying one-fourth of that annual percentage fee. As fiduciaries, we do not collect commissions or accept incentives for the investments we recommend.

A copy of the CPP Form ADV is available here. | A copy of the CPP Form CRS is available here.

The SEC maintains an Investment Advisor Public Disclosure website where you may view Capital Preservation Partners Inc. Form ADV Part I. Click here and enter the firm’s SEC number 126340 on the site’s search page to view our Form ADV Part I.

Capital Preservation Partners, Inc. ("CPP") is an investment adviser located in Bronxville, New York. CPP and its representatives are in compliance with the current filing requirements imposed upon registered investment advisers by those states in which CPP maintains clients. CPP may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. CPP's web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of CPP's web site on the Internet should not be construed by any consumer and/or prospective client as CPP's solicitation to effect, or attempt to effect transactions in securities. Nor is CPP rendering personalized investment advice for compensation over the Internet. Any subsequent, direct communication by CPP with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of CPP, please contact the state securities law administrators for those states in which CPP maintains a registration filing. A copy of CPP's current written disclosure statement discussing CPP's business operations, services, and fees is available from CPP upon written request. CPP does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to CPP's web site or incorporated herein, and takes no responsibility therefore. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.