Leaders in the Active Management of Balanced, Equity, & Fixed Income Portfolios
CCM is a conservative investment manager with a bias towards the management of portfolio risk and preserving invested principal. We employ a disciplined, dynamic portfolio management system that identifies relative value among asset classes in addition to individual securities. The result is consistently superior risk-adjusted investment performance over the long term.
The CCM Difference
The CCM Difference
CCM Investment Advisers, LLC is a registered investment adviser with over $1 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. Unlike most large investment management firms, CCM does not use automated portfolio rebalancing tools. Each client portfolio is managed directly by a CCM adviser. CCM’s portfolio management team averages 19 years of experience.
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 verified 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.
CCM Investment Advisers, LLC is a registered investment adviser with over $1 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. Unlike most large investment management firms, CCM does not use automated portfolio rebalancing tools. Each client portfolio is managed directly by a CCM adviser. CCM’s portfolio management team averages 19 years of experience.
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 verified 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.
Investment Process
Investment Process
As a conservative investment manager, our philosophy dictates that we manage risk first. Through the management of risk we ascertain value, which ultimately drives performance. Our stock selection process is an extension of the relative value philosophy present throughout our investment management system.
Market Commentary
Market Commentary
CCM quarterly market comments and periodic research on asset allocation and the fixed income and equity markets.
Complete array of investment approaches across the risk spectrum.
Meet Our Team
Meet Our Team
CCM’s organizational structure is designed to attract and retain both experienced investment managers, talented business school graduates and CFA Charterholders and candidates. Through shared ownership in the profitability of the firm, CCM Investment Advisers’ investment professionals have a clear vested interest in the long-term success of our clients.
Mr. Key joined CCM in 1998, after serving as Treasurer of The Seibels Bruce Group, a property and casualty insurance company. He received his MBA from the University of South Carolina.
Mr. Antley joined CCM in 1990 after graduating from the Honors College of the University of South Carolina and then receiving his Master of Business Administration Degree from the University of South Carolina.
Mr. Burkett joined CCM Investment Advisers in 1998 after receiving his Bachelor of Science degree, Magna Cum Laude, from the University of South Carolina.
Mr. Leveque joined CCM in 2023 as a Portfolio Manager and CCM’s Fixed Income Strategist. He is responsible for quantitative and fundamental research, asset allocation, security selection, and contributes to the overall implementation of CCM’s fixed income investment strategies.
Mr. Fulmer joined CCM Investment Advisers in 2011 after graduating from the University of South Carolina, Moore School of Business with a Bachelor of Science Degree in Business Administration.
Ms. Rhodes joined CCM in 2001. She earned a Bachelor of Science Degree in Business Administration Marketing and Management from the University of South Carolina.
Mr. Carimi graduated from the University of South Carolina, Moore School of Business in 2009 with a Bachelor of Science Degree in Business Administration. Prior to joining CCM, Mr. Carimi worked as Private Wealth Advisor with Synovus Bank.