CPS INVESTMENT ADVISORS

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