FAQ - MAIN MENU

Can I establish accounts at Schwab and then come to CCM?

As part of their due diligence, some perspective clients prefer to work with Schwab first to get accounts established and then contact CCM. Other prospective clients prefer to have CCM help them with the entire process. Either way is fine with us.

Once you have a Schwab account, it can be linked to CCM via an LPOA.

More information about opening accounts can be found here. 

Schwab Advisor Services (formerly known as Schwab Institutional) serves independent investment advisors and includes the custody, trading and support services of Schwab.

FAQ - GETTING STARTED

Important Disclosures: While the CCM Market Model is based on sound economic and investment principles, there is no guarantee any of the objectives, including limiting account drawdowns, will be met in the future. The terms odds and probabilities also speak to uncertain outcomes. Please see additional disclosures for more information.