CPCM

CPCM is a California-based independent investment counseling firm founded in 2012. We provide an independent alternative to the large national firms as our business model focuses on specific individualized approach for each client... CPCM is distinguished by its disciplined value investment approach. We manage discretionary capital for a variety of clients including tax exempt funds for foundations, IRAs, and taxable assets for estates and private investors. CPCM is a registered investment adviser with the United States Securities and Exchange Commission... Rick Cullen and Will Patterson are the two founding partners of CPCM and together have a combined experience of over 60 years in the investment management business.