Intelligent Diversification
We understand macro-economic trends and we take into account identifiable market patterns stemming from relevant historical influences and events. We balance those trends and influences with today’s unique global investment environment, combining sound strategy with diversification to support long-term growth while mitigating risk.
Greater Transparency
We maintain transparency and objectivity when choosing investments. As an independent firm with no proprietary products, we’re free to select from a wide range of investment vehicles and strategies, including mutual funds, exchange traded funds (ETFs), separately managed accounts (SMAs), fixed income, alternative investments and defensive options strategies.
Review and Collaboration
We’ll meet with you regularly to review your investment portfolio’s performance, covering any time period and comparing actual allocation to your investment model in order to provide recommendations for rebalancing. Between those meetings, we also meet regularly as a team to perform a comprehensive review of your portfolio within current market conditions, giving you greater confidence in your plan’s oversight.
Important Investment Vehicles
We work with you to construct a strategic investment model designed to best meet your growth and income requirements. We vet all principal investment vehicles, looking closely at:
Comparative Indexes
Tax Profiles
Tax & Turnover Rate
Cost Efficiency
Portfolio Turnover
Customized Models
Designing Your Personalized Investment Model
With your goals as our guide, we provide objective advice, results-oriented strategies and a disciplined road-map to help you achieve financial strength for the long term. In designing your personalized investment model, we tailor four key areas of investment strategy to suit your unique goals.
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Check Out the Latest CCR Insights
CCR Wealth’s team of experienced professionals work together to create insights, provide original analysis, simplify complex financial topics and answer your questions. This collection of CCR Wealth-created and curated videos and written commentary drills down to the essential information you need.
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March 12 Market Update
CCR views the current bout of market volatility as a normal process of pressure-relief for a market that has been burdened by excessive valuations.
Investments in securities do not offer a fix rate of return. Principal, yield and/or share price will fluctuate with changes in market conditions and, when sold or redeemed, you may receive more or less than originally invested. No system or financial planning strategy can guarantee future results.
April 2025 Market Outlook
After two strong years, markets are correcting but remain overvalued. Our goal is helping clients meet their financial plans—not chase market highs.