Integrated Wealth Management
Institutional Portfolio Services
Serving Boards and Investment Committees
The strength of our investment platform, combined with a depth of portfolio management expertise, accessibility to our team, and a strong adherence to fiduciary practices, deliver a superior experience.
An Investment Strategy to Meet Your Goals
We’re committed to understanding your goals and objectives and then establishing a globally diversified portfolio that meets your organization’s needs.
The driving forces behind our investment strategy, which is steeply rooted in academic research, are discipline, competitive returns, diversification, and protection of principal.
Sound Fiduciary Practices
Relationships built upon trust have always been a critical core value at CCM. As a fiduciary, we will always act in your best interest.
We are honored to be among the first of investment advisory firms globally to complete the CEFEX independent certification process, evidence of our longstanding commitment to sound fiduciary practices. In addition, several CCM colleagues have earned the individual designation of Accredited Investment Fiduciary®.
Competitive Fees
Ensuring that your portfolio management fees are competitive and transparent, and that your investments are tax-efficient, helps your organization grow your endowment more effectively. Talk with our team about these and other key aspects of fee considerations.
Get in Touch
To learn more about how CCM’s Institutional Portfolio Services can help you, call or email us: