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The CPA Investment Network is an organization that provides fellow CPAs and financial advisors with the ability to offer superior investment advice to clients without having to deal with the difficult issues of presentation material preperation, model portfolio creation, and reporting.
As a member of the Network, you will have access to Dimensional Funds - an exclusive family of funds that, used within our strategies, helps lower your clients' investment risk and volatility while enabling them to reasonably expect market rates of return.
The Network is NOT a mutual fund company or insurance company - we are fellow accountants who are interested in helping you help your clients. We never use "preferred partners" who pay the Network or its members a commission, a kickback, or a fee. The only way the Network or its members get paid, at any time, is by our clients. The CPA Investment Network only has one person's best interests in mind - your client.
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