Norfolk Financial Advisor Fiduciary
Determining how to handle your investments likely isn’t something that you want to tackle alone. Counting on guidance from a Norfolk stock portfolio manager with The Capital Management Corporation (CMC) helps you to find a direction for your investments. Our professionals are held to high ethical standards and are familiar with working with several types of clients, including non-profit organizations, individual investors and universities.
Why Work with Our Stock Portfolio Manager in Norfolk VA?
The methodology CMC uses for stock portfolio management in Norfolk VA puts the client first. As an employee-owned firm, our success depends on your success. We treat our clients like family and never want them to have to deal with corporate bureaucracy that makes it impossible to guide them appropriately.
Working with a Norfolk stock portfolio manager gives you the benefit of the guidance that comes from our proprietary investment strategy method. We narrow down thousands of stocks to 40 to 60 that have a high potential for good growth.
Our firm for stock portfolio management in Norfolk VA has received several accolades. We’re proud to share these with our clients.
- We’ve been named as one of RIA Channel’s Top 100 Emerging Wealth Managers*
- We’ve been named as one of the Financial Times’ 300 Top Registered Investment Advisers*
- We’re one of the select firms in compliance with the Global Investment Performance Standards (GIPS®)**
Contact Us for Stock Portfolio Management in Norfolk VA
When you’re ready to take control of your investment portfolio and draw on the experience of a Norfolk stock portfolio manager with The Capital Management Corporation, contact us. We can be reached by email at firstname.lastname@example.org or by phone at 804-270-4000. We’re ready to discuss your goals and help you discover how working with us can benefit you.
*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.