COLLABORATIVE PORTFOLIO MANAGEMENT

Collaborative Portfolio Management, LLC (CPM) is an independent and privately owned Registered Investment Advisory firm founded in 2024, formerly Capital Portfolio Management. We are a boutique investment firm that provides collaborative planning and investment management for a select group of clients. We pride ourselves on being both experienced and large enough to design and implement any investment strategies needed while staying adaptive and small enough to provide personal attention to each client.

Also known as: Collaborative Portfolio Management, LLC

Primary location: Overland Park United States