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.
Short videos that introduce our team, our approach, and the CCM story.
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.
At CCM, our personal connections to St. Olaf College are wide and deep. And, we have enjoyed working with faculty, staff and alumni of the College as clients since our inception in 1987. This video highlights several of our Ole colleagues discussing how St. Olaf has influenced our landscape.
In this five minute video clip, CCM Principal Jeff Carlson, explains what a new client at CCM can expect during what we call the “Discovery Process.” In our experience, this approach to learning about you and your family helps us best create a custom plan that has the greatest opportunity of successfully helping you reach your goals.