A complete list of active advisors currently associated with CCM Investment Advisers, LLC

Warmer can help you find a great advisor at CCM Investment Advisers, LLC or one who fits your needs even better.

CCM Investment Advisers provides discretionary portfolio management to individual and high-net-worth clients as well as institutional investors, including corporate and public pension plans, foundations, endowments and municipalities. The firm manages separate equity, fixed income and balanced portfolios and also serves as a portfolio manager on third-party wrap-fee platforms. CCM’s investment process is driven by fundamental analysis and an internally developed model framework: client objectives and restrictions are input into a proprietary Total Portfolio Management System, equity and bond selections use an internal ranking system and credit analysis, and allocations for balanced strategies are informed by an internally calculated equity risk premium. Accounts are managed on a discretionary basis as separate portfolios tailored to written investment parameters, with routine reviews and quarterly reporting. Noteworthy differences from many peers include explicit provision for municipal and other governmental clients and participation on wrap-fee platforms sponsored by Envestnet PMC and Wells Fargo Advisors Financial Network, as disclosed in the brochure. The firm’s disclosure also notes the use of performance advertising and client testimonials in its marketing materials, and its compliance program and TPMS-based workflow are emphasized as part of its approach to handling client-imposed restrictions and soft-dollar research arrangements.

To learn more about the advisors currently working at CCM Investment Advisers, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.