Advisory Services
About Our Services
Through in-depth, long-term relationships, CCAM seeks to truly understand the unique circumstances and goals of each individual client. By learning about your current financial situation and understanding the lifestyle you wish to achieve or maintain, CCAM develops sound, individualized wealth management strategies.
We consider ourselves “Wealth Managers” who specialize in the building and preservation of wealth while providing peace of mind to our clients. Our clients include successful professionals, businesses, families, and institutions including foundations and endowments, who expect the ongoing communication, guidance and expertise that CCAM delivers. Also, on all CCAM managed accounts we agree in writing to be a Fiduciary.
Whether you are looking to preserve or grow your wealth, you can trust CCAM to help you achieve your financial goals through individualized services.
The Blueprint for Your Investment Program
Your investment policy statement is the blueprint for your investment program. To understand its importance, imagine a house that’s been built without a blueprint. Only the finest materials were used. The crafts people who worked on it were highly skilled. Nonetheless, there are serious problems. Maybe not all the rooms have doors.
The roof doesn’t extend over the whole structure. The foundation is shaky. In short, it’s not likely to withstand heavy weather. Similarly if you invest without establishing a clear investment policy, you may have the best money managers, but still fail to achieve your overall goals.
The investment policy statement is written to help you, your consultant, plan beneficiaries and other affected parties understand your investment goals. Generally, you and your consultant work on it together, drafting and redrafting it until the language is clear.