Our Portfolio Management (money management)
service is our most comprehensive service. It combines a tailored comprehensive
financial plan with CCP, Inc.’s direct implementation and monitoring
of investments. Quarterly meetings are scheduled to discuss current
issues, as desired. Ongoing meetings with your other professionals,
such as an estate planning attorney, accountant, or insurance agent,
can be arranged as needed.
Our Portfolio Management Service begins
with an initial overall financial plan followed with investment implementation
in an ongoing professionally managed portfolio designed and monitored
to your risk tolerance, time horizon, and goals. With CCP, Inc. Portfolio
Management Services, you can count on two key strengths of diversification
and discipline. It is one of our fundamental strategic approaches. We
provide our clients with a steady hand to counter the never-ending investment
temptations that pull at investors.
Measuring Your Progress
With our Portfolio Management Services,
we provide you with a comprehensive report each quarter that analyzes
the performance of your portfolio on a quarterly and since inception
basis with results presented net of CCP, Inc. fees. We analyze whether
or not to rebalance your portfolio based on the investment strategy
as stated in your Investment Policy Statement that was created at the
beginning of the relationship and is reviewed with each Annual Review.
As part of our ongoing comprehensive services, CCP, Inc. will arrange
regular consultations as needed throughout the year to make plan revisions
based on changes in your circumstances. Minimally, we prepare an Annual
Review which includes a comprehensive review and update of the initial
Financial Plan. We find that clients benefit tremendously from
a continued dialogue regarding their goals, investment portfolio and
overall financial situation.
Click here for the How Do I Get Started?
page.
