CPIC International is an investment management firm based in the San Francisco Financial District. The firm has been managing investment portfolios with excellent gains for more than 25 years for individuals, trusts, and retirement plans.

This combined package includes:

• PortfolioTrak - a personalized, one-on-one financial consultation and investment portfolio analysis. This consultation will help identify optimum asset allocation strategies, uncover problems that have reduced portfolio performance, and explore alternatives to improve investment performance.


• Three months of CPIC’s Platinum Asset Management Service using Dynamic Asset Allocation and no-load mutual funds ($500,000 minimum; service is subject to CPIC’s standard terms, conditions, and agreements; assets must be transferred to a qualifying custodian such as Charles Schwab and Co.)

For more details about CPIC, please visit the company’s website at www.cpic.net.