Services and Solutions for Individuals
CSSC Investment Advisory Services, Inc. provides various services and solutions for individual investors


Investorsind.cfm
Services and Solutions:


Investment Policy Design and Implementation

Individual and Joint Accounts

Individual Retirement Accounts
Traditional IRA
Roth IRA
SEP IRA
Rollover IRA

Insurance Consulting Services
Life Insurance Audits
New Policy Design
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 individual 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