Wealth Management

Built on a Foundation of Experience, Discipline, Performance, and Common Sense.

We manage a variety of strategic portfolios with one goal: to dutifully protect and carefully grow client's hard-earned investment assets.

With access to an extensive range of resources from around the world, Our Wealth Management team is able to employ remarkable expertise and analysis from the world's top financial managers on behalf of investors. And yet unlike the largest investment firms, we are able to move swiftly and tactfully in periods of uncertainty.

Measuring and monitoring downside risk is primary, and our innovative capabilities in risk metrics are exceptional. By utilizing only top-of-peer funds (regardless of fund family) across a broad range of asset categories and classes, by monitoring cost, and by diligently applying a strong exit-strategy when appropriate, we offer Wealth Management capacities that few firms can match.

Wealth Management Services

  • Strategic Asset Allocation
  • Fixed Income Portfolios
  • Globally Diversified Equity Portfolios
  • Risk Managed / Balanced Portfolios
  • Alternative Investments / Non-Market Related

Asset Servicing

  • Online Access
  • Account Information Reporting / Monthly, Quarterly, & Annual Statements
  • Third Party Audit and Return Analysis
  • Automatic Cash Processing Services
  • IRA Management


Observations and Updates from CCA

New Tax Law Summary

We hope you have all had a very Merry Christmas and are looking forward to a wonderful new year. As you have probably heard by now, on December 2... read more


Market Update

The third quarter of 2017 is in the books and there are only 10 more Fridays until Christmas! This year seems to have flown by. We wanted to tak... read more


Market Update

As summer comes to a close we thought this would be a good time to talk about the investment world and what we see coming into the fourth quarter... read more


Portfolio Update

Good Afternoon,

We hope the summer is off to a great start for you and your families!

We recently sold a small position in TB... read more