Fredericksburg Financial Advisor Fiduciary

In today’s unique macroeconomic environment, you need a firm with an established track record to grow and safeguard your wealth. The Capital Management Corporation (CMC) has been generating impressive alpha for our clients’ portfolios and winning awards for over 50 years. Your Fredericksburg stock portfolio manager will clearly explain why our proprietary stock investment strategies are right for you.

Stock Portfolio Management in Fredericksburg VA

We are a boutique firm with a global reach and a personal touch for our valued clients. You’ll have direct access to the Chief Investment Officer, for example. Many larger firms charge exorbitant fees for lackluster performance. These large fees eat into your portfolio growth more significantly than you might think.

In order to gain the attention and admiration of the financial community, a trusted Fredericksburg stock portfolio manager has to do more than just mirror index funds. Our proprietary 40-60 stock strategies, such as All Cap Growth and Dividend Appreciation, have produced solid results for our clients.

Award-Winning Fredericksburg Stock Portfolio Management

Large firms can certainly talk circles around potential investors, but as they say… “The proof is in the pudding!” CMC has garnered the following noteworthy awards as a result of our fiduciary duty and our ability to maximize returns:

  • 2018 Financial Times “300 Top Financial Advisors”*
  • RIA Channel “Top 100 Emerging Wealth Managers”*

We’ve experienced double-digit returns over a 10-year period. That speaks volumes! This is part of the reason that every one of our employees (and your Fredericksburg stock portfolio manager) has personal money invested in our firm’s strategies.

Contact Us Today

Are you looking for an experienced and trustworthy stock portfolio manager in Fredericksburg VA?

Email us at information@the-cmc.com or call us at 804-270-4000 to get started on exceptional stock portfolio management in Fredericksburg VA!

 

*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.

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