SERVICES

Wealth Management

Built on a Foundation of Experience, Discipline, Performance, and Common Sense.

We manage a variety of strategic portfolios with one goal: to dutifully protect and carefully grow client's hard-earned investment assets.

With access to an extensive range of resources from around the world, Our Wealth Management team is able to employ remarkable expertise and analysis from the world's top financial managers on behalf of investors. And yet unlike the largest investment firms, we are able to move swiftly and tactfully in periods of uncertainty.

Measuring and monitoring downside risk is primary, and our innovative capabilities in risk metrics are exceptional. By utilizing only top-of-peer funds (regardless of fund family) across a broad range of asset categories and classes, by monitoring cost, and by diligently applying a strong exit-strategy when appropriate, we offer Wealth Management capacities that few firms can match.

Wealth Management Services

  • Strategic Asset Allocation
  • Fixed Income Portfolios
  • Globally Diversified Equity Portfolios
  • Risk Managed / Balanced Portfolios
  • Alternative Investments / Non-Market Related

Asset Servicing

  • Online Access
  • Account Information Reporting / Monthly, Quarterly, & Annual Statements
  • Third Party Audit and Return Analysis
  • Automatic Cash Processing Services
  • IRA Management

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Observations and Updates from CCA
Dec
7

Market Update

The fourth quarter of 2018 continues to be a volatile season for the markets. Since this has been such an ‘interesting’ week, we wanted t... read more

Oct
25

Market Update

October has been another volatile month in the stock market. The theme for 2018 continues to be volatility. As you can see from the chart of... read more

Aug
23

Portfolio Update

As stated in previous posts, we have been monitoring the bond market and the effect rising interest rates and inflation have on the fixed inc... read more

Jul
12

Market Update

We hope you are having a safe and relaxing summer and have found a place to get out of the heat. The second quarter ended with stocks and bon... read more

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