Equities, Options, Bonds, Tax-Free Income, Mutual Funds, Annuities & Life Insurance
CCM employs multiple tactics to accomplish one goal - increase our clients’ investable asset base. Unlike a traditional stock broker who uses a single tactic – sell you a stock, bond, or mutual fund and hope for a rising market – CCM approaches investing from a short and long term perspective. We take advantage of short-term market swings and opportunities while keeping a long-term strategy in place. Our aim is to have our clients’ investments appreciate in rising, declining and flat markets.
Active Portfolio & Risk Management Combined With Rules-Based-Investing.
At CCM, we do not subscribe to the traditional “Buy & Hold” investment model – the Stock Market does not always rise in value. We believe in active, in-house portfolio management using our proven investment strategy. Our proprietary process, developed over years of research and practical application in real-world markets, enables CCM to assess individual risk and minimize it.
CCM strives to identify our clients’ objectives and achieve them with the least amount of risk exposure. We do not outsource any investment decisions and always work directly with our clients to develop the appropriate mix of investments to meet their needs. We are able to monitor all our clients’ portfolios; we track every position in your portfolio because they are in our portfolio.
We employ a technique called Rules-Based-Investing. Rules-Based-Investing dictates that every decision regarding the portfolio adheres to a strict set of rules governing when we buy and sell. This type of strategy takes the emotion out of the process and eliminates the typical pitfalls of investing - fear and misinformation.
Options and Dividends are used to offset, and in some cases, eliminate the market effect on your portfolio. We principally utilize these securities to create profits in the event your primary investments decline or do not gain value.
CCM offers its clients an array of financial solutions including our Rules-Based-Investing strategy as well as traditional investments like Mutual Funds, Stocks, Bonds, Exchange Traded Funds, Annuities and Life Insurance. The CCM difference is our active portfolio management and personalized attention. We are a service-based, performance-driven firm.
Please contact us to learn more about our approach to investing and for a free review of your existing portfolio.
