Investment Management

Strategic Planning to Grow Your Wealth

At CCR Wealth, we build your investment strategy with the goal of growing your wealth over the long term, using macro-economic trends, and your goals, time horizon and risk tolerance as our guide.

Click here to download a copy of the CCR Wealth Management Investment Philosophy.

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.

Strategic

Aspects of income models change infrequently. This generally pertains to the ratio of equities to fixed income and cash.

Tactical

Tactical aspects within an investment model may change more frequently and may reflect current market/economic cycles.

Unconstrained

CCR Wealth Management’s Unconstrained portfolio is an equity-only investment strategy which is generally part of a larger client portfolio allocations.

Non-Correlated

What’s known as non-correlated hard asset classes, such as commodities, precious metals, REITs or currencies, usually hold an allocation allotment in all of our investment models.

Have a Question?
Let's Talk.

Our Financial Team has years of combined experience, and we're here to help you through your financial journey. Reach out today.

Please enter your name.
Please enter a message.

Check Out the Latest CCR Insights

CCR Wealth’s team of experts works 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.

Setting Your Family’s Financial Values

By CCR WM | May 23, 2024

Caught between raising kids and caring for aging parents? With the right guidance, you can ease financial burdens and set a strong vision for your children.

Staying on Top of Your 401(k) Can Pay Dividends

By CCR WM | May 21, 2024

While it’s tempting to follow every market fluctuation, the key to securing a prosperous retirement lies in long-term planning.

The Power of a Trust

By CCR WM | May 16, 2024

Are you worried about protecting your assets and ensuring they are distributed according to your wishes after you’re gone? Trusts can help with that.

Are Financial Advisors Still Relevant in a Digital World?

By CCR WM | May 8, 2024

Take action today, no matter how small, to secure a better tomorrow. Your future self will thank you!

Creating a Comprehensive Estate Plan

By CCR WM | May 2, 2024

Stop putting off your estate plan! It may seem overwhelming, but we’re here to guide you every step of the way.

Tax Strategies For Retirement Account Withdrawals

By CCR WM | April 30, 2024

With careful planning and tax-efficient drawdown strategies, you can enjoy the lifestyle you’ve always dreamed of while minimizing taxes on your income.

Are You In The “Sandwich Generation?”

By CCR WM | April 25, 2024

Are you feeling the squeeze of being part of the “sandwich generation” — caught between raising your kids and caring for your aging parents? You’re not alone.

CCR Earth Day 2024

By CCR WM | April 22, 2024

Join us in supporting the Regional Environmental Council in creating a healthier and more sustainable community for all!

April 2024 Market Outlook

By CCR WM | April 17, 2024

Take a look into the current state of the market as of April 2024!

Estate Planning Checklist

By CCR WM | April 12, 2024

Creating an estate plan can be easier than you might expect when you use our basic Estate Planning Checklist.

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.