Chesapeake IRA Investment

Wealth is more than just the accumulation of money. It’s also about how that money is managed. When you’re planning for the future, one of the most significant decisions you can make is your choice of a financial advisor to handle the trusts you may create for your use and that of your heirs. You cannot go wrong by choosing The Capital Management Corporation (CMC) to be your Chesapeake financial advisor and fiduciary.

Why Is CMC the Right Choice for Your Chesapeake Financial Advisor and Fiduciary?

We’re an employee-owned firm, and our founders have high quality education and experience in the business. For more than 50 years we’ve helped individuals and organizations alike with their investment and wealth management needs.

When you choose us as your fiduciary trust in Chesapeake VA, you know that:

  • You’ll be working directly with a financial advisor and fiduciary in Chesapeake VA who is always responsive to your communications and needs.
  • We’re a well-established firm with an established record of success via our proprietary investment strategy, but not so big that you will have to constantly deal with the red tape and delays common to larger firms.
  • Out of the thousands of stocks out there, we understand how to recognize which four or five dozen have the biggest potential for steady growth over the next 10 years.

We’re also one of a select few firms that are 100% compliant with Global Investment Performance Standards (GIPS®).** As your Chesapeake fiduciary trust, we will never surprise you with hidden fees or keep anything hidden. Transparency is the name of the game in everything we do.

If You’re Looking for a Chesapeake Financial Advisor and Fiduciary, Call Us

Learn more about how a fiduciary trust in Chesapeake VA can benefit you, give us a call at 804-270-4000. We can also be reached via email at information@the-cmc.com. We’re happy to talk with you about your goals and your options.

 

**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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