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About

CCM is a privately-held investment advisor registered with the SEC.  Headquartered in Ft. Lauderdale, FL with offices in Charlotte, NC and Boston, MA, the firm was founded in 1998 and began managing assets in 1999.  CCM currently manages over $2.3 billion (as of 12/31/16) for foundations, religious organizations, pension funds, high net worth investors, registered and unregistered funds, financial advisers and their clients, non-profits and healthcare organizations.

The firm’s investment team has extensive expertise in managing impact investing fixed income portfolios. A primary component of the firm’s investment management process is its pioneering research method, which combines impact research with financial analysis. This approach provides an added layer of investment transparency by detailing the use of bond proceeds for fixed income holdings.

CCM is committed to serving and bettering our environment, communities nationwide, and the areas in which we live and work.  Charitable giving is critical and the firm encourages and supports volunteer service days for its employees.  Some of the organizations that have benefited from this include: The Jason Taylor Foundation, Take Stock in Children, BAND (Broward Alliance for Neighborhood Development), United Way of Broward County, ReadingPals, JAFCO, Hope Project, and the Sawgrass Adventist School.  CCM also donates approximately 1% of net income to charitable giving annually. 

CCM’s environmental commitment includes encouraging office recycling, minimizing the use of plastic bottles in our office by offering a water filtration system, using energy-efficient lighting, and attempting to conduct most marketing efforts online, rather than using printed materials.  We continually seek ways to grow our business in a sustainable, eco-friendly manner.