Choose Your Business Model

Explore how CSS can empower your unique financial practice.

Securities & Alternatives


Tap into the power of our selection of Investments. Add our five-star, boutique style service, and you have yourself a match made in heaven. We work with you and for you — giving you more time for what matters most.

Fee-Based Business


We are Independent, and our philosophy allows for maximum flexibility in where and how you maintain your client assets. Our platform & tools address the challenges you face when navigating the fee-based landscape.


Helping YOU achieve Success

No matter where your business model falls in the financial industry, our mission is the same.

Remove Worry

We help you take the emotions out of the investment process for your clients, in order to build portfolios for the average investor with products and investments that are worry-free.

Maintain Stability

We train you in how to grow and generate steady streams of income for your clients that are both stable and predictable. Steady returns with low volatility may help establish better client trust.

Maximize Productivity

Save time and spend it where it counts. With our tools, you will have more time to strengthen relationships with existing clients and to build new relationships as you run your own practice.