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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Why Join the CPA Investment Network?
- We help with most of your back-office operations, offering you much more than just guidance. We do all the material preparation, training, and reporting.
- We are accountants who understand that the most important thing to you is running your current practice. We offer you the opportunity to help your valued clients invest wisely, properly, and prudently with advice and guidance from the person they trust with their finances more than anyone else…you.
- CPA Investment Network members are fee-only advisors, never charging commissions for transactions.
- We have access to Dimensional Fund Advisors' exclusive family of funds, which is based on science, research, and statistics, not guessing and predicting.
- You can help your clients while expanding your revenue streams.
- We have a well qualified full-time staff at your disposal to answer all your questions.
- Your business. Your good name. Your clients. You will own your in-house investment advisory firm, not be a representative for a broker/dealer.
The CPA Investment Network provides your firm with:
- An in-house Registered Investment Advisory firm with your firm's name
- All registration paperwork, including Form ADVs and Entitlement
- Client contracts and Investment Policy Statements that conform to your state
- Personalized one-on-one support through the entire registration process
- Complete training done at your pace (no travel is ever required)
- Master custodial account under your firm's name with TD Ameritrade Institutional
- Excel-based spreadsheets to make investing calculations a snap
- Automatic billing and reporting
- Ongoing compliance and regulatory work
- 401(k) and Profit Sharing Plans for your corporate clients
- Phone support from qualified, experienced financial planner/accountants
- Marketing and promotional support
- Complete, properly disclosed, regularly-updated presentation materials
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