A complete list of active advisors currently associated with Connecticut Capital Management Group, LLC

Warmer can help you find a great advisor at Connecticut Capital Management Group, LLC or one who fits your needs even better.

Connecticut Capital Management Group, LLC provides discretionary portfolio management, financial planning, and pension consulting to individuals (including high‑net‑worth clients), pension and profit‑sharing plans, and foundations/non‑profits, managing roughly $254 million for about 114 clients with a four‑adviser team. The firm prepares individualized financial plans and investment policy statements and may engage third‑party (“outside”) managers to implement portions of client portfolios. CCMG describes a long‑term orientation to investing and employs fundamental analysis, modern portfolio theory, and quantitative methods to build tailored portfolios and risk profiles, with ongoing monitoring and at least annual reviews. The firm retains discretion over trading and allocation among internal and outside managers, seeks fair allocation of limited investment opportunities, and uses Charles Schwab’s institutional custody services while reporting receipt of research and other soft‑dollar benefits. Distinctive disclosures in the ADV include the firm’s authority to transfer client funds via standing letters of authorization (noted as custody in the brochure) and a disclosed arrangement to pay a former employee a portion of fees for clients introduced during prior employment. The firm also notes that it advertises third‑party ratings in its public materials, a practice that is uncommon among similarly sized team advisory firms.

To learn more about the advisors currently working at Connecticut Capital Management Group, 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.