CCM was established in 2007 with a philosophy of doing things better as an innovative investment management firm to deliver high-level attention to the complex needs and values of our like-minded clients.
The company is a Registered Investment Advisor located in Huntington Beach, California, and operates under a fiduciary capacity for our clients - at all times we have a responsibility to our clients to deliver sound, sustainable, objective advice and act in our client’s best interest.
We are objective. As an independently owned investment firm, we work for our clients, not for other shareholders or a corporate agenda. Therefore, we can access the best in class assets, managers, companies, and ideas on any level and are not confined to working in a traditional Wall Street philosophy.
We walk our talk. CCM operates as a sustainable business and follows a code of ethical practice and conduct that is written in our policies and organized in our process through validation and certifications. Sustainability is woven into our DNA, even THIS WEBSITE is 100% solar powered!
CCM has received “Best for The World” honorees recognitions since 2013, including Best for Customers and Best for Changemaker in 2019, and Best for Overall and Best for Customers in 2018.
CCM is a member of 1%FTP. Since 2011 we have given 1% of our annual GROSS revenue to environmental causes.
CCM became a Certified B Corporation in March 2011. B stands for “Benefit” which is earned by meeting rigorous standards of social and environmental performance. We believe it is not only important in seeking to invest in companies that have higher standards of ESG, but to also hold ourselves accountable and use our business as a positive agent for social and environmental good.
Kyle Scrimgeour, Principal, Managing Member
Kyle founded CCM in 2007 with the vision of building an investment firm that does good business and does good in the world.
Kyle is a Chartered Alternative Investment Analyst (CAIA), a Certified Financial Planner (CFP®) professional, holds an MBA in Finance from Lindenwood University and a BA in English from the University of Oklahoma where he was captain of the University of Oklahoma wrestling team from 1991-1993. Prior to joining CCM, he worked at Morgan Stanley where he formally held Series 7, 31, and 66 securities licenses before establishing his Registered Investment Advisory. Kyle trademarked Environmental Economic Therapist® in dedication to helping others understand the correlation between the environment and the economy, and the potential corresponding global investment opportunities and risks derived. He has over 20 years of finance, business and investment management experience including owning two businesses in southern California, experience in private mergers and acquisitions experience, asset management, financial consulting, raising capital, and most importantly raising a family.
Kyle is an entrepreneur at heart and understands the enormous efforts it takes to build and run a successful business and is active in local and international organizations that support businesses addressing investing and sustainability. Along with loving his family, Kyle enjoys exercising, running, surfing, and growing fruits and vegetables in his back-yard garden.