CCM Investments is a conservative investment manager based in Tallahassee, FL, specializing in the active management of balanced, equity, and fixed income portfolios. With over $1 billion in discretionary assets under management, CCM offers a complete array of investment styles and employs a disciplined, dynamic portfolio management system to identify relative value among asset classes and individual securities, resulting in consistently superior risk-adjusted investment performance over the long term.
Unlike most large investment management firms, CCM does not use automated portfolio rebalancing tools, and each client portfolio is managed directly by a CCM adviser. With an experienced portfolio management team averaging 19 years of experience, CCM focuses on managing risk first and ascertaining value to drive performance. Their investment process, products, and team are detailed on their website, providing individual attention to the investment objectives of each client.
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