Williamsburg IRA Investment

The Capital Management Corporation (CMC) has been providing Williamsburg financial advisor and fiduciary services to high-net-worth individuals, estates, nonprofit organizations, institutions and more for over 50 years. Our service team of investment professionals is dedicated to personalized service that larger firms can’t offer, but with the experience and track record you’d expect from one of those global firms.

A Commitment to the Highest Standards

Not every financial advisor is a fiduciary in Williamsburg VA or anywhere else, but you can rest assured that CMC is. That means we have both a legal and ethical duty to look out for our clients’ interests ahead of our own. As a 100% employee-owned business, however, our interests are aligned with our clients. Beyond our Williamsburg fiduciary trust relationship, we’re one of a select number of firms that follow Global Investment Performance Standards (GIPS®)** for transparency in reporting of investment performance.

Why Choose CMC as Your Williamsburg Financial Advisor and Fiduciary?

Besides our commitment to personalized service and fiduciary trust in Williamsburg VA,  CMC is committed to generating returns for our clients:

  • Our team members (some of whom were educated right here in Williamsburg at The College of William and Mary), apply their skills and talents with research and quantitative analysis to select a relatively few stocks with the greatest potential for growth.
  • We have a diverse choice of investment strategies to offer clients who are looking for income, growth, a combination of the two and more.
  • We’ve been recognized by the Financial Times as one of the 300 Top RIAs and by the RIA Channel as one of the Top 100 Emerging Wealth Managers (based on growth and assets).*
  • We have over $500M in assets under management (AUM) as of year-end 2019.

Contact CMC Today

Find out how our Williamsburg financial advisors and fiduciaries can help you meet and exceed your long-term financial goals. Give us a call at 804-270-4000 or email us at information@the-cmc.com.

*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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