FAQ - CATEGORY MENU

WORKING WITH CCM - FAQ

  1. How can CCM's approach bring peace of mind?  Answer

  2. What type of investor is a good fit for your firm’s approach?  Answer

  3. How does CCM's frequent and proactive communication assist clients?  Answer

  4. Why is discipline so critical to success?  Answer

  5. Why is efficient communication so important?  Answer 

  6. Can you provide a referral from an existing client?  Answer

  7. Can I monitor my accounts online?  Answer

  8. What type of accounts can you manage and do managed accounts remain in my name?  Answer

  9. Will my account be subject to a lock-up period?  Answer

  10. How do I make deposits to my Schwab/CCM account?  Answer

  11. I need to make annual required minimum distributions (RMD) from my IRA. Can CCM help me with that?  Answer

  12. What measures are taken by the third-party custodian to protect client assets?  Answer

 

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