The portfolio management team
meets formally twice a week to
review the economy and its impact
on securities markets and client
portfolios. The team regularly
reviews sector and duration
targets for each fixed income
portfolio and discusses any
adjustments that need to be made.

Customized Portfolios

CCM provides customized portfolio management services. Our account minimum requirement is $5 million. This relatively low minimum, particularly for institutional accounts, offers clients the ability to receive both customized portfolio management in conjunction with superior client service. Many larger investment management firms have much higher minimums for separate account management.

Two common customized portfolio types include Socially-Responsible Investing (SRI) and Crossover Strategy.