Fredericksburg IRA Investment
The Capital Management Corporation (CMC) has been serving high-net-worth individuals and families, nonprofits, foundations and institutions since 1964. We have a track record as a Fredericksburg financial advisor and fiduciary and a reputation among investors and within the industry as a firm committed to personalized service, results and transparency.
Not all financial advisors are fiduciaries in Fredericksburg VA or elsewhere, but CMC is. That means we have a responsibility to look after our clients’ money ahead of our own interests. We go beyond even that commitment. Our Fredericksburg fiduciary investment firm is among the select firms that adhere to Global Investment Performance Standards (GIPS®).** These are voluntary standards for the reporting of investment performance.
A Fiduciary Trust in Fredericksburg VA with a Global Perspective and Boutique Touch
Unlike many large wealth and asset management firms, you don’t have to go through layers of representatives to get to an advisor who knows you.
Our clients can talk with one of our officers, including our chief investment officer, whenever they have a question or concern. We’re a small employee-owned firm. That means that our own success is dependent entirely on our clients’ success.
Our Fredericksburg financial advisors’ fiduciary responsibilities are carried out based on years of education and experience. Our investment committee members have over 20 years investment experience, on average. We use that, along with the latest in analytics, to narrow down thousands of stocks to just 40 to 60 to recommend to our clients based on their investment goals.
Our investment strategies include:
Contact CMC Today
If you’re looking for the trusted name in Fredericksburg financial advisors and fiduciaries, talk to one of our investment advisors about your investment goals. Give us a call at 804-270-4000 or email us at information@the-cmc.com.
**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.
