"Providing honest, intelligent,
successful financial
solutions
for exceptionally
affluent
clients around the world."
In business, as in
life, a certain few seek challenges, take calculated risks and always come
out on top. In life these individuals are known as winners, in business they
are known as entrepreneurs.
CPI Companies was created by a
group of dynamic individuals with true entrepreneurial spirits; people with
unique talents, a wide range of professional experience, and a true feel for
the technical nuances of both the life insurance and investment industries.
These entrepreneurs are dedicated to helping their high net worth clients
make the most of their success.
At CPI Companies, we work
together with other professionals to meet the collective needs of our
clients. We provide custom designed high quality solutions by combining the
special talents of our in-house associates with the specialized skills of
other professionals in the international financial services community. Every
program is tailored to our client’s exact specifications and individual
needs.
We recognize that no single
company can meet all of a clients’ financial needs. We take special pride
in becoming a valued part of the team of professionals you will utilize to
ensure that your goals are met and expectations exceeded.
In short, the experienced
financial engineering consultants at CPI are professionals who specialize in
maximizing your profit potential. Together we can make the most of your
success.
Headquartered in Voorhees, New Jersey, CPI Companies was founded
in 1991. The firm is a privately owned company with three
shareholders. Our shareholders are senior executives that have a
personal stake in the growth of our business. CPI’s primary
divisions are:
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