TIERED MINIMUMS ENSURE EFFICIENCY

To protect our highly efficient investment management process, CCM's investment minimums are tied to the number of accounts as shown in the table below.  

table-investment-mins.png

EXAMPLES

If you have one account worth $510K, you would exceed the minimum investment. 

If you have two $300K accounts, you would meet the minimum requirement.

If you had three accounts valued at $200K, $250K, and $300K, you would meet the minimum investment requirement. 

 

FAQ - GETTING STARTED