Our experience and expertise, powered by your goals.
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.
We understand that you have spent your life creating wealth, and our investment philosophy and diversified approach focus on growing that wealth while measuring growth on a risk-adjusted basis.
Your nest egg. Diversified baskets.
We understand macro-economic trends and their
tendency to cycle. We consider identifiable patterns
within historical contexts - political, geopolitical or
economic - which have had profound investment
influence in the past. We balance those influences
with today’s unique global investment environment,
combining a sound strategy with diversification to
enhance long-term portfolio growth while protecting
against market risk.
Transparency and objectivity.
We maintain transparency and objectivity when
choosing investments by sustaining extensive advisory
relationships with top managers, and using an expansive
array of investment vehicles. With no proprietary
products, we are free to select from mutual funds,
exchange traded funds (EFTs), separately managed
accounts (SMAs), fixed income, alternative investments
and defensive options strategies.
Regular review and collaboration.
We meet regularly, as your schedule permits, to review
your investment portfolio’s performance. Investment
reviews can cover any time period (quarter,
year-to-date, since inception) and compare detailed
actual allocation to your strategic investment model,
making adjustments to return back to the model
(portfolio rebalancing). We also consider the
ever-changing economic landscape and its impacts
on tactical adjustments.
We vet all recommended investment vehicles, looking closely at:
♦ Performance relative to peers/relevant indexes
♦ Tax Profile
♦ Manager tenure/turnover
♦ Cost efficiency (expense ratio)
♦ Portfolio turnover
♦ Customized models
We work with you to construct a strategic investment model designed to best meet the growth and income requirements determined by your financial plan. This model is adjusted periodically or as your personal circumstances change, and serves as a foundation for your portfolio.
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.