Financial Planning | Advisory | Consulting | Investment Policy | Our Fees
CCAM is an investment adviser registered with the Securities and Exchange Commission pursuant to the Investment Advisers Act of 1940 and is licensed to conduct advisory activities in certain states. CCAM's investment advisory activities primarily involve providing individual portfolio management through the Privately Managed Portfolio Program ("PMP"), an all-inclusive fee program.
CCAM offers individually managed investment accounts through its PMP program to individuals, pension and profit sharing plans, trusts, estates, charitable organizations corporations and to municipalities or other government agencies. Also, on all CCAM managed accounts we agree in writing to be a Fiduciary.