Stronger Foundations. Greater Heights.
Delivering Global Perspective with a Boutique Touch
We invest with the objective of generating industry-leading investment returns for our clients.
CMC strives to maximize investor return and minimize loss by applying a principled and disciplined proprietary process. CMC holds itself to the highest standards of fiduciary duty and is among a select group of investment management companies that are Global Investment Performance Standards® (GIPS) compliant.
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YEARS OF EXPERIENCE
YEAR AUDITED RECORD
AUM AS OF (1/9/2020)
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Richmond Wealth Management Firm
Having an investment strategy you can count on through the vicissitudes of the markets is essential. You need a Richmond wealth management firm that gives you personalized guidance based on extensive knowledge and a proven investment strategy process. That’s why universities, non-profit organizations and individual investors rely on The Capital Management Corporation for investment and retirement planning and asset management.
What Sets CMC Apart From Other Wealth Management Firms in Richmond VA?
We’re an employee-owned boutique firm. We’re literally invested in our success – and our clients’. We provide personalized service, including direct access to our chief investment officer. However, our Richmond wealth management firm has the experience and skills to compete with larger firms. We’ve been named one of the Financial Times’ 300 Top Registered Investment Advisers and one of RIA Channel’s Top 100 Emerging Wealth Managers.*
We’ve been in business for over 50 years, and our investment committee members have an average of 20 years investment experience. Our portfolio managers in Richmond VA have degrees from the best universities and colleges throughout our state. We’re proud to count among our clients organizations like the Community Foundation for a greater Richmond and other nonprofits committed to helping the people in our communities.
A few more things you should know about our Richmond wealth management firm:
- Our proprietary investment screening strategy narrows down our choice of investments from thousands to just 40 to 60 stocks with the best potential for growth.
- We have a singular focus – and track record – of getting investment results for our clients through a principled, disciplined proprietary process.
- We’re committed to the highest standards of fiduciary duty to our clients.
- We’re one of a select group of firms that are compliant with Global Investment Performance Standards (GIPS®).**
Contact Us Today
To talk with one of our portfolio managers in Richmond VA, call us at 804-270-4000 or email us at Information@the-cmc.com. Find out how we can help you with your investment goals.
*Financial Times selection criteria includes AUM, asset growth, the company’s age, industry certifications of key employees, SEC compliance record and online accessibility. No fee was paid to participate.
RIA Channel selection criteria includes firms that have grown at least 30% in the past five years, and uses quantitative and qualitative criteria from RIA Database. No fee was paid to participate.
**GIPS® is a registered trademark of CFA Institute. CFA Institute does not endorse or promote this organization, nor does it warrant the accuracy or quality of the content contained herein.