About CCM

CCM Investment Advisers is a privately owned investment counseling firm located in Columbia, SC, which provides asset management services for individuals, corporations, municipalities and institutions.  CCM’s only business is the active management of investment portfolios. Our clients include endowments, foundations, pension and profit sharing plans, insurance companies, trusts and individuals.  CCM has over $1 billion in discretionary client assets under management.

The firm was founded in 1986 by Fowler W. Cary Jr. on the philosophy of structuring a quality investment advisory firm that would provide individual attention to the investment objectives of each client. Mr. Cary began his career as a research analyst at a major bank in 1972 where he was fortunate to interact with associates of Dr. William Sharpe, who won the 1990 Nobel Prize in Economics. Sharpe’s work on the Capital Asset Pricing Model later served as the foundation for CCM’s investment philosophy.

Mr. Cary fostered a corporate culture where the well-being and financial success of clients served as the highest priority. He was adept at attracting talent, and assembled a well-rounded staff of seasoned investment professionals which employ the system and processes he developed. Today these are his legacy.

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. CCM’s portfolio managers understand each client’s investment objectives. This permits the portfolio manager to integrate our disciplined, conservative approach with an appreciation of each client’s individual circumstances