Collaborative Portfolio Management

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Collaborative Portfolio Management LLC 816.471.5556 It Was the Best of Times, It Was the Worst of Times All about how missing the best market days (or the worst!) might affect your portfolio. Learn More The Cost of Procrastination Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time. Learn More When Special Care Is Needed: The Special Needs Trust A special needs trust helps care for a special needs child when you’re gone. Learn More Welcome to Collaborative Portfolio Management Collaborative Portfolio Management, LLC (CPM) is an independent and privately owned Registered Investment Advisory firm founded in 2024, formerly Capital Portfolio Management. We are a boutique investment firm that provides collaborative planning and investment management for a select group of clients. We pride ourselves on being both experienced and large enough to design and implement any investment strategies needed while staying adaptive and small enough to provide personal attention to each client. We firmly believe that as an investor not only should you know who is managing your money and how they go about making decisions, but that they should know you and what is most important to you. We do not believe in pie chart allocations, mutual fund models and a here s what we ve got/one size fits all approach to investing. Our collaborative PLAN, INVEST, ADAPT, SUCCEED process guides our clients investment portfolios to be tailored to their actual curr

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