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.  

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EXAMPLES

If you have one account worth $610K, you would exceed the minimum investment. 

If you have two accounts worth $300K and $450K, you would meet the minimum requirement.

If you have three accounts valued at $200K, $300K, and $500K, you would meet the minimum investment requirement. 

 

FAQ - GETTING STARTED