About CPS INVESTMENT ADVISORS
<p>From its Lakeland headquarters in Central Florida, CPS Investment Advisors works with employers and individuals on retirement plan and investment decisions.</p> <p>Founded in 1989, the firm has a 5-person team and operates as a fee-only, independent registered investment advisor (RIA). CPS Investment Advisors acts as a fiduciary and provides advice that is not tied to a single investment product lineup.</p> <p>For workplace plans, CPS Investment Advisors supports plan design, ongoing compliance work, and recordkeeping coordination. The firm can take on fiduciary roles under ERISA as both a 3(21) co-fiduciary and a 3(38) investment manager, and it also offers participant advice for employees who want help with their accounts.</p> <p>What sets CPS Investment Advisors apart is its fee-only RIA structure paired with hands-on fiduciary coverage for sponsors that want clear responsibility for investment decisions.</p> <ul> <li>3(21) fiduciary services</li> <li>3(38) investment manager services</li> <li>Plan design for employer-sponsored retirement plans</li> <li>Participant advice and education</li> <li>Recordkeeping and compliance support</li> </ul>
Website: https://cpsinvest.com/
Founded: 1989
Employees: 5
Office Locations
- Lakeland, FL (Headquarters)
Accreditations & Certifications
- RIA
Services Offered
- 3(38) Investment Manager
- Compliance Services
- Participant Investment Advice
- Plan Design Consulting
- Recordkeeping
- 3(21) Investment Advisor
Team Members
- Derek Oxford, Financial Advisor
- James M Luffman, Referral Contact
- Leila Shaver, Chief Compliance Officer