How can your firm’s approach HELP bring peace of mind?

Uncertainty brings anxiety.  Human beings typically become nervous about three major questions related to their investments:

1.       Is my investment portfolio allocated prudently for current conditions?

2.       Do I have a plan in place for the next sharp correction, crisis, or major bear market?

3.       Do I have a plan to capture positive returns if the markets surprise on the upside for the next 3-20 years?

The CCM Market Model evaluates present-day facts to help us maintain a prudent investment mix based on current conditions.  If conditions are favorable, we allocate our capital in a growth-oriented manner.  If conditions begin to deteriorate as they did in late 2007, we will begin to make incremental defensive adjustments.