Capital Preservation Trust, LLC
Capital Preservation Trust (CPT) is a Registered Investment Advisory firm focused on protecting our clients’ capital. Founded in 2018 by Raymond M. Mullaney, the firm offers unique investment services to everyone including: individuals and families pre- and post-retirement, lawyers, business owners, career seekers, engineers, and CPAs. Our number one goal is to protect our clients’ capital.
Most investment advisors believe you should be fully invested at all times. They ignore the fact that a stock market crash can destroy your financial security or your business goals.
Over the past 5 years, we have developed technology to greatly improve our ability to protect your capital. We’ll be happy to show you our technology. We’re confident we can protect your capital.