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What is CPIC/What does CPIC do?

April 26, 2017cpic

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What is CPIC/What does CPIC do?

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CPIC International (“CPIC”) manages investment portfolios for individuals, trusts and retirement plans. Portfolios are customized for each client’s unique financial goals. The investment methodology seeks to build wealth while simultaneously controlling portfolio risk. CPIC is an SEC registered investment advisor located in the Financial District of San Francisco, California. The firm’s principals, President Diane C. Jakubowski and CEO Thomas J. Bonomo, founded the company more than 25 years ago. CPIC clients have enjoyed excellent risk-adjusted investment returns over the years.