In 2016, our firm became one of only a few wealth management firms in the country to be employee-owned. This short video clip features our colleagues talking about what we think it means for clients to work with a wealth management firm that is owned by its employees.
Short videos that introduce our team, our approach, and the CCM story.
We’ve built CCM around serving clients with an integrated approach to investment advising and financial planning. This film focuses on what it really means to us at CCM to partner with clients and their families. “To the extent we can make people’s lives better… what else is there?”
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.