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Capital Consulting and Asset Management, Inc. ("CCAM"), a Registered Investment Adviser ("RIA"), serves the investment and capital needs of individual, corporate and institutional clients. As an RIA, CCAM manages client portfolios, provides financial planning, consulting and portfolio manager evaluation services and provides a privately managed portfolio program which utilizes select independent investment managers and mutual funds.
These services will be offered as part of CCAM's Privately Managed Portfolio Program, whereby transactions will be offered as part of the all-inclusive advisory fee, based on assets under management. CCAM is registered with the Securities and Exchange Commission pursuant to the Investment Advisors Act of 1940.
Rob Nixon, the principal of CCAM is affiliated with Cambridge Investment Research ("CIR"), a broker-dealer, and as a Registered Representative can provide brokerage and execution services for securities, mutual fund and variable annuity transactions. As a broker-dealer CIR is a member of the National Association of Securities Dealers, Inc. ("NASD"), and the Securities Investor Protection Corporation ("SIPC").