About Us


At CPR Asset Management we believe leveraging third-party money management allows financial advisors to focus on what they do best—building client relationships, understanding financial goals, and providing holistic planning—rather than being consumed by the complexities of portfolio construction and ongoing investment oversight. Outsourcing investment management reduces the operational burden of research, trading, compliance, and performance monitoring, while granting access to institutional-grade expertise, diversified strategies, and advanced risk management tools that can be difficult and time-consuming to replicate in-house. This approach often enhances efficiency, consistency, and scalability, enabling advisors to deliver a higher level of service and value to clients without sacrificing time, resources, or the quality of investment solutions.

Executives / Investment Committee


Charles Reinhold

 
Founder
Investment Committee Chairman
(800) 497-0131 x102

Justin Reinhold

 
Co-Founder
Investment Committee Member
(800) 497-0131 x108
justinreinhold@cpr-proinvest.com

Rob Ausdal JR., CFA

 
Founder of Advisor Portfolios
Investment Committee Member
(800) 497-0131 x116

Joseph Childrey

 
Co-Founder of Advisor Portfolios
Investment Committee Member
(800) 497-0131 x119
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Allen Shepard, PhD

 
Mathematics – Brown University
Investment Committee Member
Independent Consultant
(203) 762-0004
 
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Adam Quiring

 
Principal Partner of Q3 Asset Management
Investment Committee Member
Independent Consultant
(248) 566-1122 x102
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Donald Robinson

 
Chief Research Officer of OAR Financial
Investment Committee Member
Independent Consultant
(833) 622-6346

Our Staff


Nancy Reinhold

 
Head of Operations
(800) 213-1164 x3
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Terri Holmyard 

 
Operations Assistant
(800) 213-1164 x110
terri.holmyard@cprinvestmentsinc.com
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Alyssa Randall

 
Operations Assistant
(800) 213-1164 x101

Jessica Vierling

 

Operations Manager
(800) 213-1164 x118

jessica.vierling@cprinvestmentsinc.com

Jordan Leich

 
IT Specialist
(800) 213-1164 x109
jordan.leich@cprinvestmentsinc.com