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.


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


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


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


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.

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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.

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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.