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.
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.