Company Tagline
South Carolina based fiduciary, fee-only RIA providing Investment Management & Financial Planning services nationwide.
Industry Category
Business Keywords
Company Description
CCM Investment Advisers is a leading investment management firm dedicated to providing exceptional financial services and strategic solutions. With a strong foundation built over decades, CCM Investment Advisers specializes in delivering customized investment strategies tailored to meet the unique needs of each client. Operating as a trusted fiduciary, the firm is committed to offering fee-only Investment Management and Financial Planning services across a diverse range of investment portfolios, including Equity, Balanced, and Fixed Income options.
Located at 1201 Main St. Suite 1910, Columbia, SC 29201, US (Primary address), CCM Investment Advisers extends its expertise to High-Net-Worth Individuals, Pension and Profit-Sharing Plans, Municipal & Government Entities, and Non-Profit Organizations. The firm prides itself on a client-centric approach, ensuring personalized service and robust investment performance. With a focus on long-term growth and financial stability, CCM Investment Advisers continues to be a reliable partner in achieving financial success. CCM Investment Advisers also has an office in Charleston, South Carolina, US.
CCM Investment Advisers is known for its commitment to excellence and its ability to navigate the complexities of the financial landscape. The firm’s dedication to providing high-touch, personalized service sets it apart, making it a preferred choice for those seeking expert investment guidance. The team at CCM Investment Advisers is constantly refining its strategies to ensure optimal results for its clients. We invite the manager of CCM Investment Advisers to create a customized and exclusive company showcase and product listing on our platform to further highlight your exceptional services.
CCM Investment Advisers est une société de gestion de placements de premier plan, dédiée à fournir des services financiers exceptionnels et des solutions stratégiques. Forte d'une base solide construite au fil des décennies, CCM Investment Advisers se spécialise dans la fourniture de stratégies d'investissement personnalisées, conçues pour répondre aux besoins uniques de chaque client. Opérant en tant que fiduciaire de confiance, la société s'engage à offrir des services de gestion de placements et de planification financière à honoraires uniquement, à travers une gamme diversifiée de portefeuilles d'investissement, y compris des options d'actions, équilibrées et à revenu fixe.
Située au 1201 Main St. Suite 1910, Columbia, SC 29201, US (adresse principale), CCM Investment Advisers étend son expertise aux particuliers fortunés, aux régimes de retraite et de participation aux bénéfices, aux entités municipales et gouvernementales, et aux organisations à but non lucratif. La société est fière de son approche centrée sur le client, garantissant un service personnalisé et une performance d'investissement robuste. En mettant l'accent sur la croissance à long terme et la stabilité financière, CCM Investment Advisers continue d'être un partenaire fiable dans la réalisation du succès financier. CCM Investment Advisers possède également un bureau à Charleston, en Caroline du Sud, aux États-Unis.
CCM Investment Advisers est reconnue pour son engagement envers l'excellence et sa capacité à naviguer dans les complexités du paysage financier. Le dévouement de la société à fournir un service personnalisé et de qualité la distingue, en faisant un choix privilégié pour ceux qui recherchent des conseils d'investissement experts. L'équipe de CCM Investment Advisers affine constamment ses stratégies pour garantir des résultats optimaux à ses clients. Nous invitons le responsable de CCM Investment Advisers à créer une vitrine d'entreprise et une liste de produits personnalisées et exclusives sur notre plateforme afin de mettre davantage en valeur vos services exceptionnels.
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Compare Companies Side by Side
Compare CCM Investment Advisers with 3 companies in Investment-Management
| Comparison Field |
CCM Investment AdvisersMain Company |
New York Life Invest...View Profile |
Madison Global Partn...View Profile |
Fo
Forefront Wealth Man...View Profile |
|---|---|---|---|---|
|
Founded Year
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— | 0 | 2015 | 2015 |
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Company Size
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— | 501-1,000 | 11-50 | 11-50 |
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City
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Columbia, SC | New York, NY | Hauppauge, New York | New York, New York |
|
Country
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United States | United States | United States | |
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Skills & Keywords
Comparing with main company
|
13 Total Skills
Investment Management
Financial Planning
Wealth Management
Investment Strategies
Portfolio Management
Financial Advisory
Retirement Planning
Municipal Bonds
Balance Portfolios
Fixed Income
Investment Managment
Separately Managed Accounts
Equities
|
16 Total
1 Common
15 Unique
Match
8%
Common Skills:
Investment Management
Unique Skills:
Alternative Solutions
Client Relationships
ETFs
Income Generation
Index Solutions
Inflation Protection
+9
|
22 Total
4 Common
18 Unique
Match
31%
Common Skills:
Investment Strategies
Portfolio Management
Retirement Planning
Wealth Management
Unique Skills:
Alternative Investments
Asset Allocation
Bonds
Capital Markets
Corporate Advisory
Corporate Finance
+12
|
9 Total
9 Unique
Unique Skills:
Annuities:
Asset Allocation
Closed-End Funds
Institutional Sales & Trading
Insurance
IPOs
+3
|
4
Total Companies2015
Oldest Founded1
Countries51
Unique SkillsSimilar Companies
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Alternative Company Names
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