Raleigh Financial Advisor Fiduciary

Whether you’re responsible for a stock portfolio for a foundation or institution, or you’re an individual investor with $1M or more in investable assets, you need professional Raleigh stock portfolio managers with an established track record, a commitment to the highest fiduciary standards and personalized service that doesn’t make you feel like just another account number. Smart investors have been choosing The Capital Management Corporation (CMC) for more than 50 years because we offer all that and more.

What Sets Our Raleigh Stock Portfolio Management Firm Apart?

We know that investors have a lot of options when they’re looking for stock portfolio managers in Raleigh NC. Here are just a few things that make CMC unique:

  • We’re an employee-owned and operated boutique firm, so our clients have unfettered access to all of our officers and portfolio managers.
  • Our investment committee members have an average of 20 years of investment experience, and we have a combined 100+ years of experience.
  • The Financial Times has named CMC one of the 300 Top Registered Investment Advisers.*
  • Our Raleigh stock portfolio managers are among a select group that maintain voluntary compliance with Global Investment Performance Standards (GIPS®)** – a set of standards for performance reporting.

Our team members use their experience and knowledge to conduct extensive research and analysis of the stock market to select a relatively few stocks that show the strongest potential for growth. We then apply a range of diverse investment strategies based on the unique needs and goals of each client to maximize their returns and minimize losses.

Contact Us Today

To speak with one of our Raleigh stock portfolio managers, call us at 804-270-4000 or email us at information@the-cmc.com. Find out why we have come to be trusted in stock portfolio management in Raleigh NC.

*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.

**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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