If I transfer assets from another firm, how long does it typically take and will CCM assist me with that process?
We are happy to assist with the transfer process. Transfers typically are completed within 5-10 business days. In most cases, Schwab provides us with an anticipated arrival date allowing us to track the process online. We have been performing successful account transfers for over 20 years.
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.