Family Office
Consolidated Portfolio Review (CPR)
Consolidated Portfolio Review is an SEC-registered investment adviser that serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans. The firm offers discretionary and non-discretionary managed accounts, proprietary VFG Tactical ETF model portfolios, financial planning …
Asset classes & sectors
Real Assets
Decision-makers
Megan L. Plapp
Chief Financial Officer
Stephen A. Distante
Chief Executive Officer
Members only
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