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Capital Preservation Partners, Inc.
Bronxville, New York
5.0
2 Reviews
Capital Preservation Partners, Inc. is a respected investment advisory firm located in Bronxville, NY. With over 200 individual clients and an impressive $195,802,000 in assets under management, they have established themselves as a trusted partner in the financial industry. Operating out of two offices, Capital Preservation Partners, Inc. offers a comprehensive range of services, including insurance brokerage, real estate brokerage, accounting, and legal assistance.
The firm has a strong foothold in the employer 401K and individual asset management space, with approximately half of their assets under management sourced from thes...see more
Assets Under Mgmt
$195.8M
Investment Professionals
3
Locations
1
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Hourly Charges
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Other Business Activities
- Real estate broker, Dealer, or agent
- Insurance broker or agent
- Accountant or accounting firm
- Lawyer or law firm
- Other Financial product salesperson
Reviews for Capital Preservation Partners, Inc.
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