“It’s doing the right thing because it’s the right thing to do.” CCM has provided wealth management to clients under a fiduciary standard of care for many years. Acting as a fiduciary is truly at the core of our relationships, processes, decision making, advising and culture.
Short videos that introduce our team, our approach, and the CCM story.
What is an Independent Wealth Management Firm? This four minute illustrated video clip explains how, as an independent firm, we apply a fiduciary standard and an integrated platform to provide our clients with a Unique Approach to Wealth Management.
What does it mean to be CEFEX-certified? In this short video clip, CEFEX’s managing director provides an overview of what it means and why it’s important when you’re seeking a financial advisor.
CCM has accessed Dimensional Funds for our client portfolios for more than eighteen years. Highlighting Dimensional’s roots – “What began in the classroom sparked something bigger…” this short video gives a brief overview of Dimensional.
“How is Dimensional different from other money management firms? …we trust the markets.” This video provides an excellent introduction to the origins and principles of the Dimensional approach.