CCFSI, through relationships with Curian Capital LLC and Lockwood Advisors, Inc. provides access to professional institutional separate account money managers. Curian’s unique platform uses the talents of CRA CaseyRogers, a firm that has nearly 40 years of experience in advising large institutional investors. Lockwood Capital Advisors is firmly grounded in institutional investment principles and independent, unbiased investment research. With nearly 300 years of combined experience, the team is dedicated to helping our clients implement thoughtful, deliberate investment solutions.

Investment managers are made available in most major asset classes including Large Cap growth and value, Mid Cap growth and value, Small Cap growth and value and Micro Cap. Managers are also available for International equities and fixed income investments.

The quantitative management style allows you to gain exposure to the various asset classes and employs asset allocation models for the most efficient portfolios. This access to professional money managers allows your financial advisor to expand your relationship and provide ongoing professional service on a consultative basis.