Chesapeake Financial Advisor Fiduciary

Investing in the stock market today is a stressful endeavor. Whether you’re investing for a foundation, institution, business or for your own financial future, you want a Chesapeake stock portfolio manager with an established track record. At The Capital Management Corporation (CMC), we’ve been helping clients grow their assets and reach and exceed their investment goals for over 50 years.

Why Choose CMC to Be Your Stock Portfolio Manager in Chesapeake VA?

Unlike large investment and wealth management companies, we’re an employee-owned boutique firm. That means that we’re 100% invested in our clients’ success. Unlike those large firms, you don’t have to go through layers of bureaucracy and representatives who don’t know you whenever you have a question or need advice. Our small team of Chesapeake stock portfolio managers are always available to assist you.

When you trust your stock portfolio to CMC, you’ll be getting an investment partner with:

  • A commitment to the highest fiduciary standards in addition to Global Investment Performance Standards (GIPS®)** for transparency in performance reporting
  • Investment strategies that focus on just 40 to 60 select stocks chosen from among thousands for their growth potential
  • Chesapeake stock portfolio managers recognized by the Financial Times as one of the 300 Top Registered Investment Advisors and as one of the Top 100 Emerging Wealth Managers by RIA Channel*
  • Over $500M assets under management (as of year-end 2019)

If you think you should be seeing more investment results than you’re currently getting or you’re just not getting the personalized attention you deserve, find out more about CMC’s stock portfolio management in Chesapeake VA.

Contact Us Today

Why not talk to one of our Chesapeake stock portfolio managers about your investments? Give us a call at (804) 270-4000 or email us at information@the-cmc.com. Find out what a difference partnering with CMC can make.

 

*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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