Conservative Investment Management Solutions

Conservative Investment Management Solutions

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 $800 million 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

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 $800 million 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

Investment Process
Investment Process

Resources

Resources

Fact Sheet

Fact Sheet

Read an executive summary of CCM, as well as our investment process. Includes ten-year investment performance.

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Manager Profile

Manager Profile

View our Manager Profile for a detailed description of our investment process, including performance and sample portfolios.

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Market Commentary

Market Commentary

CCM quarterly market comments and periodic research on asset allocation and the fixed income and equity markets.

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Resources
Resources

Representative Clients

Representative Clients

Representative clients are chosen based on portfolio size and conformity to CCM investment styles. They are clients who have agreed to serve as references for CCM Investment Advisers, LLC. Past performance of these accounts should not be considered a guarantee of future performance.

Your Trusted Advisers

Your Trusted Advisers

Robert F. Key, CFA
Robert F. Key, CFAPresident
Mr. Key joined CCM in 1998, after as serving as Treasurer of The Seibels Bruce Group, a property and casualty insurance company. He received his MBA from the University of South Carolina.
Chris W. Antley
Chris W. AntleySenior Vice President
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.
Michael A. Burkett, CFA
Michael A. Burkett, CFASenior Vice President
Mr. Burkett joined CCM Investment Advisers in 1998 after receiving his Bachelor of Science degree, Magna Cum Laude, from the University of South Carolina.
John D. Leaphart
John D. LeaphartVice President
Mr. Leaphart joined CCM in 1994. He earned a Master of Business Administration from the Goizueta Business School at Emory University and a B.S. in Business Management from Clemson University.
Austin S. Fulmer
Austin S. FulmerVice President
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.
Robert F. Key, CFA
Robert F. Key, CFAPresident
Mr. Key joined CCM in 1998, after as serving as Treasurer of The Seibels Bruce Group, a property and casualty insurance company. He received his MBA from the University of South Carolina.
Chris W. Antley
Chris W. AntleySenior Vice President
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.
Michael A. Burkett, CFA
Michael A. Burkett, CFASenior Vice President
Mr. Burkett joined CCM Investment Advisers in 1998 after receiving his Bachelor of Science degree, Magna Cum Laude, from the University of South Carolina.
John D. Leaphart
John D. LeaphartVice President
Mr. Leaphart joined CCM in 1994. He earned a Master of Business Administration from the Goizueta Business School at Emory University and a B.S. in Business Management from Clemson University.
Austin S. Fulmer
Austin S. FulmerVice President
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.

Meet the Rest of Our Team

Meet Our Team
Meet Our Team