Services and Solutions for Businesses
CSSC Investment Advisory Services, Inc. provides various services and solutions for businesses.


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Services and Solutions:

Investment Policy Statement Design
and Review


Defined Benefit
and Defined Contribution Plans

Employee Controlled Plans
Trustee Controlled Plans


401(k) Plans
Traditional 401(k)
The Online 401(k)

Profit Sharing Plans

Corporate & Executive Benefit Plans

Insurance Consulting Services
Life Insurance Audits
New Policy Design
Key Person Insurance
Annuities
Disability Insurance
Long Term Care Insurance
Life Settlements


Charitable Giving Strategies
and Implementation


Forensic Consulting

Financial Planning




CSSC IAS believes that investment advisers must have access to a process that provides universal market access (to the greatest extent possible) in a transparent way, and which lacks any compromising relationships.

It is these compromising relationships that we believe tend to adversely affect investment performance.


CSSC IAS's services and solutions utilize such a process to provide its clients with client-specific portfolios using Modern Portfolio Theory, CSSC's patent-pending Core/Satellite StrategiesSM, and with CSSC's patent-pending technology and methodologies.
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Advisory Services offered through CSSC Investment Advisory Services, Inc., a Registered Investment Adviser
Securities offered through CSSC Brokerage Services, Inc., Member FINRA and SIPC