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.

Tips For Improving Financial Health Into Retirement

By CCR WM | March 19, 2024

As you approach retirement, financial health becomes paramount. Here are ten steps to to help make the most of your retirement years.

Women & Financial Security

By CCR WM | March 12, 2024

Women face special factors that can affect their retirement savings. From longer life expectancy to wage gaps, it’s important to plan ahead.

Women Approach Investing Differently

By CCR WM | March 7, 2024

Men and women approach investing differently. In general, women’s investments outperform men’s. Why is that?

Celebrating The Women of CCR 2024

By CCR WM | March 5, 2024

CCR is observing Women’s History Month by shining the spotlight on the talented women of our wealth management team!

2024 Annual Tax Guide

By CCR WM | February 29, 2024

New tax year, new rules! Dive into our guide on what’s changing this tax season and how to prepare.

2024 Tax Planning Whitepaper

By CCR WM | February 27, 2024

Curious where your tax dollars go or how tax filing might differ this year? Dive into our new tax planning whitepaper!

The “Average” Benefit of Dollar Cost Averaging

By CCR WM | February 22, 2024

Over time, dollar-cost averaging may lower your average cost per share versus one-time big-time investing.

2023 IRA Deadlines: What You Need to Know

By CCR WM | February 8, 2024

Don’t miss out on securing your future! The 2023 #IRA deadline is near. Maximize your savings NOW for a better retirement.

Financial Wellness on Your Path to Retirement

By CCR WM | February 6, 2024

Secure your golden years! Pursue financial wellness in retirement with these key strategies.

How To Support Black-Owned Businesses

By CCR WM | February 2, 2024

By supporting Black-owned businesses you can show your support for the Black community while improving your local economy at the same time!

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.