Williamsburg Asset Management Companies

The Capital Management Corporation is an employee-owned boutique investment firm that puts each client’s needs first. Each Williamsburg money manager with our firm is held to high standards when it comes to handling investments. We understand that you have many options to choose from, but we’re ready to show you why our Williamsburg money management firm is the premier option in the area.

Why Does CMC Stand out Above Other Williamsburg Money Manager Options?

Our success depends on your success, so we go a step above other Williamsburg money management firms to ensure that your portfolio is the right one for you. We’re proud to work with many non-profit organizations, individuals and universities on portfolios that focus on asset management and retirement planning.

When you work with a CMC money manager in Williamsburg VA, you’re reaping the benefit of having a wealth management firm that’s been in business for more than 50 years and that boasts more than 100 years of combined experience. During this time, we’ve developed a propriety strategy for screening stocks that narrows the options down to 40 to 60 that show the best growth potential.

At CNC, we’re proud of our many accomplishments. These include:

  • Being named one of RIA Channel’s Top 100 Emerging Wealth Managers*
  • Being named one of Financial Times’ 300 Top Registered Investment Advisers*
  • Being part of a select group that’s compliant with Global Investment Performance Standards**
  • Being committed to upholding the highest fiduciary duty standards

Contact Us to Learn About Our Strategies for Money Management in Williamsburg VA

The Capital Management Corporation is ready to help you find investment strategies that put your money to work for you. Contact us at information@the-cmc.com or 804-270-4000 to contact a Williamsburg money manager who can help you with your investment goals.

 

*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.

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