CCM Investment Advisers

CCM Investment Advisers is a private, independent Registered Investment Adviser. Founded in 1986 in Columbia, South Carolina, CCM has grown into one of the largest independently-owned RIAs in the Southeast and serves as a trusted financial partner to clients nationwide. CCM provides fiduciary, fee-only Investment Management & Financial Planning services across the full spectrum of investment strategies, including Equity, Balanced, and Fixed Income portfolios. CCM manages over $1.2 billion in discretionary Assets Under Management. CCM’s core philosophy focuses on providing customized investment solutions that consider each client’s unique needs, goals, and risk tolerance, while providing a level of high-touch personalized service that is increasingly rare. We specialize in partnering with High-Net-Worth Individuals, Pension and Profit-Sharing Plans, Municipal & Government Entities, and Non-Profit Organizations.

网站

https://www.ccminc.com

CCM Investment Advisers的外部链接

所属行业

投资管理

规模

11-50 人

总部

Columbia，SC

类型

私人持股

创立

1986

领域

Equities、Fixed Income、Balance Portfolios、Investment Managment、Financial Planning、Municipal Bonds和Separately Managed Accounts