FAQ - CATEGORY MENU
WORKING WITH CCM - FAQ
How can CCM's approach bring peace of mind? Answer
What type of investor is a good fit for your firm’s approach? Answer
How does CCM's frequent and proactive communication assist clients? Answer
Why is discipline so critical to success? Answer
Why is efficient communication so important? Answer
Can you provide a referral from an existing client? Answer
Can I monitor my accounts online? Answer
What type of accounts can you manage and do managed accounts remain in my name? Answer
Will my account be subject to a lock-up period? Answer
How do I make deposits to my Schwab/CCM account? Answer
I need to make annual required minimum distributions (RMD) from my IRA. Can CCM help me with that? Answer
What measures are taken by the third-party custodian to protect client assets? Answer