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.