Secure Login
For Financial Representatives
and Operations Personnel Only

Investment Committee

Rob Ausdal

Robert B. Ausdal Jr, CFA

Lead Manager LifeCore & MBA Portfolios
Co-Manager Hedge Portfolios

Joe Childrey

Joseph B. Childrey

Lead Manager Probabilities Portfolios
Co-Manager Hedge Portfolios

Sidney Hardee

Sidney C. Hardee, CFA

Lead Manager HCM Portfolios

Charles Reinhold

Charles P. Reinhold

Chairman Investment Committee
Co-Manager Apex Portfolios

Justin Reinhold

Justin P. Reinhold

Lead Manager Multi-Index Plus Portfolios
Co-Manager Apex Portfolios

Allen Shepard

Allen Shepard, PhD

Investment Committee Member

Quote of the Week

“When you get to a fork in the road, take it.”

Yogi Berra

CPR Advisor Portfolios

We provide innovative model portfolio solutions for professional advisors and their clients, catering to a wide range of investor goals—from conservative to aggressive strategies. Our portfolios include single-manager, long-only options and multi-manager leveraged models for both qualified and non-qualified accounts. Designed as core holdings or strategic additions, our strategies help clients achieve specific objectives. We support advisors with monthly commentary, quarterly discussions, and customized compliance reporting. Committed to continuous innovation, we welcome feedback to enhance our offerings and drive long-term success.

SEARCH BY PORTFOLIO FAMILY

SEARCH BY PLATFORM

CPR Managed

CPR & Partner Managed

Axos

 

Search by Single Manager, Single Individual Strategy

NO LEVERAGE, LONG ONLY

Downloads

NO LEVERAGE, LONG ONLY

LifeCore Conservative (25/75)

Downloads

pdf Commentary
pdf Fact Sheet
pdf Strategy Presentation

NO LEVERAGE, LONG ONLY

LifeCore Moderate (35/65)

Downloads

pdf Commentary
pdf Fact Sheet
pdf Strategy Presentation

NO LEVERAGE, LONG ONLY

LifeCore Moderate Growth (50/50)

Downloads

pdf Commentary
pdf Fact Sheet
pdf Strategy Presentation

NO LEVERAGE, LONG ONLY

LifeCore Growth (60/40)

Downloads

pdf Commentary
pdf Fact Sheet
pdf Strategy Presentation

NO LEVERAGE, LONG ONLY

LifeCore Aggressive Growth (70/30)

Downloads

pdf Commentary
pdf Fact Sheet
pdf Strategy Presentation

NO LEVERAGE, LONG ONLY

MBA Growth

Downloads

pdf Commentary
pdf Fact Sheet
pdf Strategy Presentation

NO LEVERAGE, LONG ONLY

MBA Technology

Downloads

pdf Commentary
pdf Fact Sheet
pdf Strategy Presentation

NO LEVERAGE, LONG ONLY

MBA Dividend Income

Downloads

pdf Commentary
pdf Fact Sheet
pdf Strategy Presentation

NET 1X LEVERAGE, LONG/SHORT

Downloads

NET 1X LEVERAGE, LONG/SHORT

HCM Quantitative Commodity with Currency Overlay

Downloads

pdf Commentary
pdf Fact Sheet
pdf Strategy Presentation

NET 1X LEVERAGE, LONG/SHORT

Probabilities Sector Rotation

Downloads

pdf Commentary
pdf Fact Sheet
pdf Strategy Presentation

LEVERAGED, LONG ONLY AND LONG/SHORT

Downloads

LEVERAGED, LONG ONLY AND LONG/SHORT

HCM Quantitative Global Macro

Downloads

pdf Commentary
pdf Fact Sheet
pdf Strategy Presentation

LEVERAGED, LONG ONLY AND LONG/SHORT

MBA Maxx Growth

Downloads

pdf Commentary
pdf Fact Sheet
pdf Strategy Presentation

LEVERAGED, LONG ONLY AND LONG/SHORT

MBA Maxx Technology

Downloads

pdf Commentary
pdf Fact Sheet
pdf Strategy Presentation

LEVERAGED, LONG ONLY AND LONG/SHORT

Probabilities Tactical

Downloads

pdf Commentary
pdf Fact Sheet
pdf Strategy Presentation

Search by Multiple Strategies / Multiple Managers

NET 1X LEVERAGE, LONG/SHORT

Downloads

NET 1X LEVERAGE, LONG/SHORT

CPR Multi-Index Plus Conservative

Downloads

pdf Commentary
pdf Fact Sheet
pdf Strategy Presentation

NET 1X LEVERAGE, LONG/SHORT

CPR Multi-Index Plus Conservative

Downloads

pdf Commentary
pdf Fact Sheet
pdf Strategy Presentation

NET 1X LEVERAGE, LONG/SHORT

CPR Multi-Index Plus Moderate

Downloads

pdf Commentary
pdf Fact Sheet
pdf Strategy Presentation

NET 1X LEVERAGE, LONG/SHORT

CPR Multi-Index Plus Moderate Growth

Downloads

pdf Commentary
pdf Fact Sheet
pdf Strategy Presentation

NET 1X LEVERAGE, LONG/SHORT

CPR Multi-Index Plus with Bitcoin Conservative

Downloads

pdf Commentary
pdf Fact Sheet
pdf Strategy Presentation

NET 1X LEVERAGE, LONG/SHORT

CPR Multi-Index Plus with Bitcoin Moderate

Downloads

pdf Commentary
pdf Fact Sheet
pdf Strategy Presentation

NET 1X LEVERAGE, LONG/SHORT

CPR Multi-Index Plus with Bitcoin Moderate Growth

Downloads

pdf Commentary
pdf Fact Sheet
pdf Strategy Presentation

LEVERAGED, LONG/SHORT

Downloads

LEVERAGED, LONG/SHORT

Apex Portfolios Foundation

Downloads

pdf Commentary
pdf Fact Sheet
pdf Strategy Presentation

LEVERAGED, LONG/SHORT

Apex Portfolios Core

Downloads

pdf Commentary
pdf Fact Sheet
pdf Strategy Presentation

LEVERAGED, LONG/SHORT

Apex Portfolios Capstone

Downloads

pdf Commentary
pdf Fact Sheet
pdf Strategy Presentation

LEVERAGED, LONG/SHORT

Alpha Hedge Portfolio

Downloads

pdf Commentary
pdf Fact Sheet
pdf Strategy Presentation

LEVERAGED, LONG/SHORT

Beta Hedge Portfolio

Downloads

pdf Commentary
pdf Fact Sheet
pdf Strategy Presentation

LEVERAGED, LONG/SHORT

Sortino Hedge Portfolio

Downloads

pdf Commentary
pdf Fact Sheet
pdf Strategy Presentation

LEVERAGED, LONG/SHORT

CPR Multi-Index Plus Growth

Downloads

pdf Commentary
pdf Fact Sheet
pdf Strategy Presentation

LEVERAGED, LONG/SHORT

CPR Multi-Index Plus Aggressive

Downloads

pdf Commentary
pdf Fact Sheet
pdf Strategy Presentation

LEVERAGED, LONG/SHORT

CPR Multi-Index Plus with Bitcoin Growth

Downloads

pdf Commentary
pdf Fact Sheet
pdf Strategy Presentation

LEVERAGED, LONG/SHORT

CPR Multi-Index Plus with Bitcoin Aggressive

Downloads

pdf Commentary
pdf Fact Sheet
pdf Strategy Presentation