FAQ - MAIN MENU

WHAT TYPE OF ACCOUNTS CAN YOU MANAGE AND Do managed accounts remain in my name? 

Yes. Numerous accounts can be established at Schwab Advisor Services in your name(s): joint taxable, trusts, IRA Rollovers, Roth IRAs, SEP IRAs, PCRAs, etc.  In most cases, broader accounts, such as company accounts and company pension plans, can be managed by CCM; we are happy to check into your specific situation with our service team at Schwab. 

FAQ - working with ccm

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.