For Independent CPAs
What is the CPA Investment Network?
Why Join the CPA Investment Network?
Why Did We Start the CPA Investment Network?
What Makes Us Special?
We Take Care of All Your:
- Client Reporting
- Compliance and Regulation
- Client Trading
- Training
- Questions
How Have Our Strategies Done?
How Well Did We Weather Storms?
How Are Clients Billed?
Member Qualifications
CPA Testimonials
Contact Us
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What is the CPA Investment Network?
The CPA Investment Network is the answer to the lack of sound opportunities for fellow CPAs to provide excellent investment advice to clients.
Mutual fund companies and insurance companies have tried to convince you to affiliate with them for years. The problem is...they don't care about your clients, just your clients' money. We wanted to offer CPAs an alternative they could be completely comfortable with.
For decades, clients have begged CPAs for investment advice after losing money, again, to their stockbroker's bad advice and extortionate commissions. This network is the solution. We provide an outstanding opportunity for you, the CPA. By taking advantage of our hard work, unlimited support, and training, you will be able to add a relevant service to your existing practice, in a small fraction of the time it would take to run your own Registered Investment Advisory firm.
The staff at the CPA Investment Network will do most of your back-office work; from compliance to regulations, from trading to reporting, from registration to making sure your fees and dues are paid properly and on-time. We are here for you. We are not paid or controlled by any outside source, in any way, at any time.
Simply put, we take the responsibility and effort away from you and your practice while allowing you to genuinely help your clients' total financial situation. We've helped our clients and we know you'll appreciate what we can do for yours.
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