Below are links to various CCM publications for viewing and download.

If you do not have a PDF reader installed on your computer, you can download Adobe Acrobat Reader at Adobe.com.

Client Agreement - Commission

Agreement for establishing a managed commission account with CCM Investment Advisers.

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Client Agreement - Bundled Fee

Agreement for establishing a managed fee-based account with CCM Investment Advisers.
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Client Investment Parameters

Form used to select investment style and specify investment considerations for a CCM managed account.
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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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Annual Offering

CCM Annual Offering to Clients
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Form ADV Part 1

CCM’s Form ADV Part 1

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Form ADV Part 2A

CCM’s Form ADV Part 2A

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Form ADV Part III/Form CRS

CCM’s Form ADV Part III / Form CRS

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Privacy Notice

CCM Privacy Notice
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