Columbia Pacific Wealth Management

Columbia Pacific Wealth Management (CPWM) is an investment adviser registered with the Securities and Exchange Commission. Established in December 2010, CPWM is a wholly-owned subsidiary of CI Private Wealth US LLC, which is a majority-owned subsidiary of CI Financial Corp. CPWM constructs globally diversified investment portfolios primarily using exchange-traded funds, mutual funds, and separately managed accounts. The firm offers services to high net worth individuals, institutions, foundations, and corporate pension plans. CPWM also manages pooled investment vehicles open to accredited investors and qualified purchasers. CPWM charges management fees based on assets under management, with a tiered fee structure. The firm may also charge performance-based fees for certain funds. CPWM acts as the general partner and/or investment manager for various investment vehicles, including the CP Funds, which are open only to accredited investors and qualified purchasers. The firm's investment philosophy emphasizes asset allocation, diversification, and risk-adjusted returns. CPWM provides financial planning and wealth management advice, tailoring services to meet individual client needs. Clients may impose restrictions on investments, and CPWM may work with third-party professionals for specialized services. CPWM operates independently of other CI affiliates, with certain employees serving in dual capacities. The firm's Code of Ethics requires acting in the best interest of clients, and clients are informed of any conflicts of interest. CPWM does not maintain custody of client funds but uses qualified custodians. Clients have the discretion to vote on proxies for their securities. The firm has no disciplinary events and provides financial information to ensure transparency.