Services and Solutions for Institutions
CSSC Investment Advisory Services, Inc. provides various services and solutions for institutions



Services and Solutions:


Investment Policy Statement Design
and Review


Defined Benefit
and Defined Contribution Plans

Participant Controlled Plans
Trustee Controlled Plans

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

403(b) Plans


Profit Sharing Plans

Insurance Consulting Services

Insurance Audits
New Policy Design
Existing Policy Audits
Key Person Insurance

Corporate & Executive Benefits

Forensic Consulting


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 institutional 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.

Many institutional plans have had the same investment adviser for many years, but unlike the medical profession where patients often seek a second opinion (especially when they are not getting any better),  institutional investors tend to keep the same adviser. If your plan has not been meeting its benchmarks, is underfunded, and its underperformance tends to make you sick, perhaps a second opinion is needed.

Click here to contact CSSC IAS for a Second Opinion
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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