Broker Check

High Net Worth Model

For select clients, with five hundred-thousand and above accounts, who require a tailored investment solution that is still simple for advisors to implement, CCM provides HNW alternates to our investment models. Clients will have exposure to CCM's portfolio of high growth individual stocks along side their desired risk exposure. CCM's HNW model combines our 2 key building blocks of our mainstay mutual fund & ETF Model Portfolios and our Active Equity Portfolio to give HNW clients the diversification of our standard model with the growth and tax-efficiency benefits of CCM's expertise in picking individual equities.

Moderate Q HNW 

Moderate Q HNW 

For select clients with an average risk tolerance.

see risk assessment
Moderate Growth Q HNW

Moderate Growth Q HNW

For select clients with an above average risk tolerance.

See risk assessment
Growth Q HNW

Growth Q HNW

For select clients with a high risk tolerance.

see risk assessment