CPA INVESTMENT SOLUTIONS, INC.

Overview

CPA Investment Solutions, Inc. is an independent registered investment adviser that serves individual and family clients, along with a subset of small-business owners. The firm combines financial planning and portfolio management services, billing through a mix of AUM-based fees, hourly fees and fixed fees. Its client base and fee flexibility point to a relationship-driven practice focused on ongoing advice and plan implementation rather than a product-distribution model. Investment activity is equity‑centric: the firm reports a strong preference for exchange‑traded equities and uses those instruments as the dominant building block of client portfolios. CPA Investment Solutions, Inc. is not positioned as an ESG-focused manager and does not report multi-state adviser status. The firm lists an industry affiliation with accountants, which suggests coordination with tax and accounting professionals is part of the client service model.

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Public Holdings

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Location & Offices