Investment Planning*

For individual accounts and for corporate retirement plans, CPG places a tremendous emphasis on appropriate asset allocation for clients.

After questionnaires and dialogues have taken place, CPG sets out to design an asset allocation model that is appropriate for your particular tolerance of risk, your investment objective (retirement, college, etc.), and the time horizon involved. From that point, the next step is to find the appropriate managers to manage the various asset classes that make up your allocation model. CPG gives a great deal of attention to the manager selection process and the ongoing monitoring of the managers and their performance*.

CPG seeks to establish a long term relationship with you that is fostered through thorough communications between your advisor and you. Annual reviews, frequent account statements, and open lines of communication are central to this priority.


© 2001 Capital Planning Group, Inc.
15200 Weston Parkway, Suite 103
Cary, NC 27513
(919) 677-8888
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* Registered representatives, investments and advisory services offered through Lincoln Financial Securities Corporation, Member SIPC and a registered investment advisor, to residents of NC, VA, SC, GA, TN, CA, NJ, IL, OH & FL. Branch office: 15200 Weston Parkway, Suite 103, Cary, NC 27513. (919) 677-8888.