Charlottesville Financial Advisor Fiduciary

The volatility of the stock market makes investing difficult without the guidance of an experienced Charlottesville stock portfolio manager. Universities, non-profit organizations and individual investors alike have long relied on The Capital Management Corporation (CMC) for asset and stock portfolio management in Charlottesville VA. For more than 50 years, we’ve used our proven instrument strategy to help our clients successfully meet their goals.

Why Choose CMC as Your Charlottesville Stock Portfolio Manager?

Unlike larger wealth management firms, we’re employee-owned and operated — and we invest in our own strategies for success. As our client, you won’t have to deal with layers of corporate bureaucracy when you have questions or a problem. You can rest assured knowing that you’ll always have direct access to your stock portfolio manager in Charlottesville VA whenever you need it.

Plus, when you use CMC for your stock portfolio management in Charlottesville VA you can be assured that:

  • We are committed to our fiduciary duty to all of our clients, which is why we’re among a select group of Charlottesville stock portfolio management firms that complies with the Global Investment Performance Standards (GIPS®).**
  • We have an established track record of success with our proprietary investment strategy that focuses on the 40-60 available stocks with the top potential for return on your investment.
  • Our achievements and ethics have been rewarded by recognition among the Financial Times’ 300 Top Registered Investment Advisors, and we’ve also been named among the RIA Channel’s Top 100 Emerging Wealth Managers.*

When you’re ready to invest, you don’t have to “go it alone.” We’re here to simplify the process for you.

Call Us Today

Are you ready to learn more about what The Capital Management Corporation can do for you as your Charlottesville stock portfolio manager? Email us at information@the-cmc.com or give us a call at 804-270-4000 to learn more. We’re excited to start putting your money to work.

 

*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 owned by CFA Institute.  CFA Institute does not endorse or promote this organization, nor does it warrant the accuracy or quality of the content contained herein.

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