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Resources

• Kaspick & Company
  Kaspick & Company is a nationally recognized leader in planned giving administration and investment. They currently manage over $2 billion in assets and invest via mutual funds. They bring a value style of management to CPC Investments
• Wentworth
  Wentworth, Hauser and Violich has partnered with Cal Poly since 1983. Wentworth currently manages over $4.1 billion in assets for their clients. They invest in single-issue securities and fixed income vehicles with a "growth at a reasonable risk" style.
• Cal Poly, Planned Giving