ESTABLISHED 1994
A Foundation of Independence & Stewardship
Founded by Seamus Mulloy to provide families, trusts, and not-for-profit organizations with institutional-grade private portfolio management, CPR Investing operates with a single-minded focus: long-term capital appreciation through a disciplined, conservative strategy.
As a family-owned and operated firm, we maintain the highest alignment with our clients—our Board of Directors and support staff have their own capital invested alongside yours. We act independently from banks and major financial institutions, ensuring our advice is always driven by strategy, never by commissions.
30+ Years of Asset Management Built on Trust
A Disciplined Approach to Long-Term Wealth
Our mission is to achieve long-term capital appreciation by leveraging market fluctuations through a conservative, proprietary research-driven strategy. As a family-owned firm, we act with complete independence, ensuring that our portfolio management remains focused exclusively on the unique objectives of the families, trusts, and non-profits we serve. At CPR Investing, we invest our own capital alongside yours—because trust is built on shared vision and shared outcomes.
ALIGNED WITH YOUR SUCCESS
The Power of Global Perspective, Managed Personally
CPR Investing serves as a private alternative to institutional banking. As a family-owned Registered Investment Advisor, we manage assets for families, trusts, and non-profits with a singular focus on long-term capital preservation and growth. Our independence from banks allows us to act as true fiduciaries, while our personal capital is invested directly alongside yours, ensuring total alignment in every decision we make.