At CCR Wealth Management our hallmark is our independent investment advice. It is our strong belief that it takes complete independence to craft the most sophisticated and customized investment solutions for our clients. We incorporate model portfolios which are then customized to our clients’ individual needs and investment parameters. Through our advisory relationship we are then able to utilize a broad array of investment vehicles, including passive and actively managed mutual funds, exchange traded funds (ETFs), separately managed accounts (SMAs), alternative investments (including hedge funds, managed futures, private real estate ETF's) and defensive options strategies. In addition we manage existing stock portfolios in transitions and within the context of the clients’ financial plan.

Mutual Funds

• Access to over 10,000 different mutual funds
• Within our advisory relationship all mutual funds are bought at NAV without any sales charges
• Mutual funds are evaluated quarterly to ensure our clients are always in the most appropriate investment

Exchange Traded Funds (ETFs)

• Provide exposure to a diversified mix of stocks and/or bonds
• Trade similar to an individual stock
• Are tax efficient

Separately Managed Accounts (SMAs)

• Database of over 5,000 different managers are evaluated quarterly
• Professional stock management
• Greater control of taxes as gains and loses can be realized upon request

Alternative Investments

• Offer diversification to our traditional investment models
• Access to top managers
• Unique strategies such as long/short, market neutral and proprietary models