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
Request Information
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We Take Care of All Your Client Trading
- Our Trading Templates make your job even easier. Simply fill one out online when a client is ready to invest. The template goes straight to our trading desk, where we take it from there.
- We use a nationally-known custodian to handle custody of all your client accounts. No need to worry about security or insurance issues. We never take control of your clients' money or investments.
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