Core Purpose: Connecting client’s wealth to what is most important in their lives.
Our Mission: Everything we believe is about fundamentally creating wealth for our clients by aligning their investments with their own positive, economic, environmental, and social values to make smarter choices, and accordingly making the world a better place.
CCM works with intelligent and conscientious private and institutional clients. The firm was established in 2007 with a philosophy of doing things better as an innovative financial firm that delivers high-level attention to the complex needs and values of our like-minded clients.
Our Services: Sustainable Investing (SI): As an investment management firm, we specialize in sustainable investment return strategies for private and institutional investors. We seek to add value through SI portfolio construction utilizing a rigorous traditional investment process and integrating Environmental, Social, and Governance (ESG) research. We believe there is a strong connection between delivering long-term performance and incorporating personal responsibility in our business practices, as well as in seeking it in those organizations in which we invest. The sustainable investing methodologies are our approach to investing in the long-term economic, environmental and social risks and opportunities of the global economy. This process includes committing to systematically integrating ESG factors into the valuation and choice of assets, the exercise of ownership rights and duties, and the measuring and reporting of our actions.