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:
CPI Advisors
(SEC Registered Investment Advisor) Planning strategies and investment advisory services for qualified plans, corporations, and high net worth individuals.
CPI Capital (Member FINRA/SIPC)
(Securities Broker/Dealer) Fixed income and equity trading, mutual fund research and execution services, variable annuities, variable life, 401K and qualified plans. CPI Capital is an Introducing Securities Broker/Dealer that uses the Clearing services of Raymond James and Associates.
Comprehensive Insurance Programs (CIP)
(Insurance Brokerage) CIP is the life insurance brokerage division of our diversified financial services organization dedicated to providing unique products and services to insurance planners in the high net worth market.
CPI Capital (CPI) is a member of the Securities Investor Protection Corporation (SIPC) and the Financial Industry Regulatory Authority (FINRA). CPI offers a variety of retirement programs including: Self Directed IRAs, Pension Plans, Profit Sharing, Self Employed Retirement and Income Deferral Programs like a 401(k), for the individual self employed and small or large businesses.
CPI offers several college educational funding programs.
CPI provides a personalized approach to investing. We offer municipal bonds, corporate bonds, government bonds, tax-deferred annuities, money market funds and a variety of mutual funds.
Raymond James & Associates, Inc. through CPI provides operational support, investment research, and other investment products. Raymond James & Associates is a leading regional brokerage firm and is a member of the New York Stock Exchange, SIPC and various other exchanges.
For Raymond James & Associates account access, click here.
