TIERED MINIMUMS ENSURE EFFICIENCY

To protect our highly efficient investment management process, CCM's investment minimums are tied to the number of accounts as shown in the table below.  

EXAMPLES

If you have one account worth $508K, you would exceed the minimum investment. 

If you have two accounts worth $400K and $600K, you would meet the minimum requirement.

If you have three accounts valued at $500K, $500K, and $250K, you would meet the minimum investment requirement. 

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.