Williamsburg Financial Advisor Fiduciary

If you’re searching for a Williamsburg stock portfolio manager with an impressive track record in managing assets, The Capital Management Corporation (CMC) is here for you. We’ve been around since 1964, generating significant alpha in the portfolios of our investors. We’re a boutique firm, but our outsized returns have been competing with much larger companies for decades.

A Stock Portfolio Manager in Williamsburg VA Invested in You

All of our employees — including your Williamsburg stock portfolio manager – have invested their own personal money in our proprietary strategies. That means everyone at our firm is personally invested in your success!

There are numerous aspects of our compounding strategies and we’re happy to explain them in clear detail. Many other firms have surprisingly high fees (especially considering their performance) and these fees can be cleverly hidden. At CMC, however, we’ve produced double-digit returns over a 10-year period.

CMC’s Stock Portfolio Management in Williamsburg VA

“You get what you pay for!”

Well… not always. Myriad fees can eat into your bottom line considerably. The great Anthony Robbins has emphasized this point in his popular books on personal finance. Meet (or even exceed) your financial goals with transparency!

Here are some important facts about The Capital Management Corporation:

  • Assets under management equals $509M (as of year-end 2019).
  • Double-digit returns over a 10-year period.
  • GIPS® (Global Investment Performance Standards) compliant**.
  • We place emphasis on earnings growth, cash flow and economic margin in our selection.

By the way, our stock portfolio management firm in Williamsburg VA has been lauded by the Financial Times and RIA Channel.*

Contact Us for Exceptional Williamsburg Stock Portfolio Management

Choose a Williamsburg stock portfolio manager with a solid and transparent record of achievement.

Please call us at 804-270-4000 or email us at information@the-cmc.com to get started on a more secure future.

 

*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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