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Services

Sustainable Investment Management/Impact Investing

We seek to add value and impact through sustainable investment management processes to meet client specific needs in portfolio construction across asset classes utilizing our global thematic philosophy, rigorous analysis of global and fundamental economic measures, traditional financial research, and Environmental, Social, and Governance (ESG) criteria to construct and manage portfolios that work today and into the future. In general, CCM believes that business with great products and services that are well-managed with strong governance policies, who are stewards of the environment, and respectful to their employees and supportive of the communities in which they operate will generally contribute positively to long-term investment returns. We are happy to provide a complimentary portfolio review to help ensure your investments are aligned with your values please Contact Us to set-up a time to connect. 

Investments 
  • Fixed Income (Bonds)
  • Exchange Traded Funds (ETFs)
  • Stocks
  • Commodities
  • Hedge Funds
  • Venture Capital
  • Private Equity
  • Real Assets
  • Alternatives 

Wealth Management

Our private wealth management service integrates the important elements of our client’s financial lives with our fiduciary responsibility in helping investment and risk management, and tax and estate planning decisions that reflect clients’ positive values. Creating sustainable wealth strategies includes investment consulting, insurance services, cash flow, retirement, college, tax, estate, and business planning. Clients utilizing our service generally have generational needs, a high net worth, business interests, and complex recurring financial issues. 

If you would like to discuss your wealth management needs and how we can help, Contact Us

Investment Consulting 
  • ESG/SI Analysis & Consulting
  • Asset Allocation Analysis
  • Tax Efficiency Analysis 
  • Options Grant/Awards 
  • Concentrated Stock Positions 

Financial Planning 
  • Cash Flow Analysis 
  • Retirement Savings Planning 
  • Social Security Planning 
  • Tax Planning 
  • College Planning 
  • Estate Planning 

Insurance Services 
  • Risk Analysis
  • Life Insurance
  • Buy-Sell Agreements
  • Long Term-Care Insurance
  • Disability Insurance 

Business Retirement Plans

Operating and managing a business is both demanding and rewarding. Retirement plans are often one of the best ways for client business owners to efficiently save and invest while providing a benefit to their employees. In addition to helping business owners maximize their tax efficiency savings we provide extensive Employee Education programs.

Whether you are looking to optimize your plan or want to have a better understanding of your current plan’s services, fees, or investments, we are willing to provide a complimentary review to help ensure your needs and plan are aligned. When you are ready for a review Contact Us to set-up a time to connect. 

  • Defined Benefit Pension Plans
  • Employee Stock Ownership Plans (ESOPs)
  • 401(k) Plans
  • Profit Share Plans
  • SIMPLE IRAs
  • SEP IRAs