Fredericksburg Wealth Management Advisor

You have goals, and it’s time to start your Fredericksburg retirement planning. The stock market, however, scares you, so you’re looking for other options. Instead of “going it alone,” why not turn to an investment and wealth management firm that can help you examine all your options? At The Capital Management Corporation (CMC), we offer Fredericksburg IRA investment guidance that people have relied on for more than 50 years.

Why Put Your Fredericksburg IRA Investment in Our Hands?

When you’re looking ahead to the future, putting your money into the right hands of a money manager you can trust is essential. At CMC:

  • Our investment managers have been educated at accredited schools and learned the ropes through work in high level investment firms. On average, our managers each have 20 years of experience with IRA investments in Fredericksburg VA.
  • As a boutique firm, we have a deep commitment to transparency and communication with all of our clients. You will have direct access to our chief investment officer when you need it, and personalized service at all times.
  • We are one of the select Fredericksburg retirement planning firms that are compliant with the performance standards required by the Global Performance Standards (GIPS®)**.
  • We utilize our proprietary investment strategy that sorts through all available stocks to identify the top 40-60 we believe show the biggest promise for returns.

These are just some of the reasons that corporations, non-profit organizations and individuals alike have all turned to us over the years for their investment and wealth management needs.

Call Us Today to Learn More

Work with a firm that can show you how to make the most of your Fredericksburg IRA investments. Give us a call at 804-270-4000 or email us at information@the-cmc.com to learn more.

 

**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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