Ccm Investment Advisers, LLC

About

CCM Inc | CCM Investment Advisers Skip to content 803-254-9500 | n o c c m Home About CCM Investment Process Products Meet Our Team Resources Commentary Contact an Adviser CCM Inc Mike Morgan Leaders in the Active Management of Balanced, Equity, Fixed Income Portfolios CCM is a conservative investment manager with a bias towards the management of portfolio risk and preserving invested principal. We employ a disciplined, dynamic portfolio management system that identifies relative value among asset classes in addition to individual securities. The result is consistently superior risk-adjusted investment performance over the long term. The CCM Difference The CCM Difference CCM Investment Advisers, LLC is a registered investment adviser with over $1.5 billion in discretionary assets under management as of 12/31/25. We offer a complete array of investment styles with proven records of competitive investment returns. CCM was founded on the philosophy of structuring a quality investment advisory firm that provides individual attention to the investment objectives of each client. Unlike most large investment management firms, CCM does not use automated portfolio rebalancing tools. Each client portfolio is managed directly by a CCM adviser. CCM’s portfolio management team averages 25 years of experience. Our website provides a brief synopsis of our firm, investment process, products, and experienced portfolio management staff. For a more detailed overview of our firm including verifi

Key Contact

Geographic Focus