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 $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.