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.
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:
Tax & Turnover Rate
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.
Have a Question?
Our Financial Team has years of combined experience, and we're here to help you through your financial journey. Reach out today.
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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Mental Health & Group Benefits
Medical insurance companies offer excellent mental health coverage. Let CCR assist you in offering this valuable benefit to your employees.
Congrats Vinny Palmerino on CFP Designation!
We’d like to extend a huge congratulations to our Financial Consultant Vincenzo Palmerino, CFP®, who recently passed the CFP test!
Diversification & Small Business
As a small business owner, there’s a good chance that your diversification strategy may not work as you intended.
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.