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Advisors

CCM welcomes the opportunity to work with advisors and their clients.  Our open-end mutual funds are available on many advisor platforms.  For a complete list or to add a CCM Fund to your brokerage platform, please contact James Malone at jmalone@ccminvests.com.

CCM’s fixed income impact investing strategy is designed for institutions and high net worth investors that are interested in utilizing their investment portfolio to further their mission.  Clients have the opportunity for their investments to support specific impact themes or geographies.  Institutional investors can incorporate their values with their investment portfolios, merging impact with performance.

CCM’s flagship intermediate fixed income impact investing strategy is available as a separate account or via the CRA Qualified Investment Fund Institutional Shares (CRANX).  Our liquid alternative income strategy is available via the CCM Alternative Income Fund (CCMNX). 

For more information, please contact Jamie Horwitz at jhorwitz@ccminvests.com.