Located in Puerto Rico, CCM is a privately-owned boutique asset management firm focused on providing comprehensive wealth-building services to individuals, endowments, financial institutions, and trusts.
Our company is not a brokerage firm, and we do not work for commissions. Our business model is simple: we charge an annual asset management fee for private portfolio management.
Our firm was built for and around our clients. We believe an open, transparent, client-centered relationship is the key to long-term success. Our thorough financial planning process is driven by listening, formulating a strategy, and following through with advice and world-class service.
In this step of the process, we will offer recommendations tailored to meet your needs for risk with your risk tolerance.
We offer thoughtful and insightful recommendations tailored to your goals and resources. We work with you to evaluate all options, so that you can decide which choices are right for you. We then act to ensure that your overall plan is implemented. We excel at assembling your advisors and subject-matter experts to ensure concordance, and the prioritization of your needs.