CCFSI provides portfolio management services and invests client assets directly in equities, fixed income securities and other investments. For this program, we require a minimum account value of $100,000, which may be waived in limited circumstances.

Our investment advisors carefully review numerous details to help determine the appropriate asset allocation for each client. They review investment options like equities, fixed income securities and cash. Then, within the asset class, they designate the subclasses, for example, equity securities of larger capitalized companies versus smaller capitalized companies.

Our advisors also review fixed income securities in terms of maturity, risk and return.

Next, our advisors select the individual securities based on thorough research of the investment's underlying actual value as compared to current market values. Then, they carefully review the needs and goals of each investor before presenting an individualized investment plan.