FAQ - MAIN MENU
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.
Important Disclosures: While the CCM Market Model is based on sound economic and investment principles, there is no guarantee any of the objectives, including limiting account drawdowns, will be met in the future. The terms odds and probabilities also speak to uncertain outcomes. Please see additional disclosures for more information.