Leaders in the Active Management of
Balanced, Equity, & Fixed Income Portfolios
Complete array of investment approaches
across the risk spectrum.
CCM's Senior Portfolio Managers
average 23 years of experience.
The average mutual fund manager is only 29 years old.*
*Source: The Baby Boomer Financial Wake-Up Call by Kay Shirley
CCM Investment Advisers, LLC is a registered investment adviser with over $2.6 billion in discretionary assets under management. We offer a complete array of investment styles with proven records of competitive investment returns. CCM was founded on the philosophy of structuring a quality investment advisory firm that provides individual attention to the investment objectives of each client. CCM's structure is designed to attract and retain both experienced investment managers and highly rated business school graduates.
Our website provides a brief synopsis of our firm, investment process, products, and experienced portfolio management staff. For a more detailed overview of our firm including audited ten-year performance, please view our Fact Sheet. A comprehensive analysis including sample investment portfolios may be found in our Manager Profile. Our current thoughts on the economy and markets are available in our Market Commentary.
View our Manager Profile for a detailed description of our investment process, including performance and sample portfolios.
Our Market Commentary includes a quarterly synopsis of the markets along with economic and market outlook.
Read an executive summary of CCM, as well as our investment process. Includes ten-year investment performance.
THE INFORMATION CONTAINED ON THIS SITE IS FOR INFORMATIONAL PURPOSES ONLY AND DOES NOT CONSTITUTE AN OFFER OR SOLICITATION TO PROVIDE INVESTMENT ADVISORY SERVICES.
SUCH AN OFFER CAN ONLY BE MADE IN STATES WHERE CCM INVESTMENT ADVISERS IS REGISTERED.
© 2019 CCM Investment Advisers LLC, All Rights Reserved.
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