HOME ABOUT CCR SERVICES CCR INSIGHTS ACCOUNT LOGIN CONTACT Investment Management Our experience and expertise, powered by your goals. At CCR Wealth, we build your investment strategy with the goal of growing your wealth over the long term, using macro-economic trends, and your goals, time horizon and risk tolerance as our guide. We understand that you have spent your life creating wealth, and our investment philosophy and diversified approach focus on growing that wealth while measuring growth on a risk-adjusted basis. Click here to download a copy of the CCR Wealth Management Investment Philosophy. Investment Philosophy - 2021 Your nest egg. Diversified baskets. We understand macro-economic trends and their tendency to cycle. We consider identifiable patterns within historical contexts - political, geopolitical or economic - which have had profound investment influence in the past. We balance those influences with today’s unique global investment environment, combining a sound strategy with diversification to enhance long-term portfolio growth while protecting against market risk. Transparency and objectivity. We maintain transparency and objectivity when choosing investments by sustaining extensive advisory relationships with top managers, and using an expansive array of investment vehicles. With no proprietary products, we are free to select from mutual funds, exchange traded funds (EFTs), separately managed accounts (SMAs), fixed income, alternative investments and defensive options strategies. Regular review and collaboration. We meet regularly, as your schedule permits, to review your investment portfolio’s performance. Investment reviews can cover any time period (quarter, year-to-date, since inception) and compare detailed actual allocation to your strategic investment model, making adjustments to return back to the model (portfolio rebalancing). We also consider the ever-changing economic landscape and its impacts on tactical adjustments. We vet all recommended investment vehicles, looking closely at: ♦ Performance relative to peers/relevant indexes ♦ Tax Profile ♦ Manager tenure/turnover ♦ Cost efficiency (expense ratio) ♦ Portfolio turnover ♦ Customized models We work with you to construct a strategic investment model designed to best meet the growth and income requirements determined by your financial plan. This model is adjusted periodically or as your personal circumstances change, and serves as a foundation for your portfolio. Your model With your goals as our guide, we provide objective advice, results-oriented strategies and a disciplined road-map to help you achieve financial strength for the long term. See below for the latest CCR Insights on Investing Environmental, social and corporate governance By CCR Investment Committee Corporate Bond Market By CCR Investment Committee GTM Periodic Table By CCR WM 1 2 3 4 5 6 7 8 9 10 Investments in securities do not offer a fix rate of return. Principal, yield and/or share price will fluctuate with changes in market conditions and, when sold or redeemed, you may receive more or less than originally invested. No system or financial planning strategy can guarantee future results. Home About CCR Services CCR Insights Account Login Contact Securities and Advisory Services offered through Cetera Advisors LLC, broker dealer member FINRA, SIPC, and Registered Investment Advisor registered with the SEC. ADV Part 2A Cetera Advisors LLC and CCR Wealth Management LLC are not affiliated companies. Main Branch: 1800 West Park Drive, Westborough, MA 01581 FINRA / SIPC / Online Privacy Policy / Important Disclosures Check out our background FINRA's BrokerCheck This site is published for residents of the United States only. Registered Representatives of Cetera Advisors LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every representative listed. Cetera Form CRS. For additional information please contact the representative(s) listed on the site, visit the Cetera Advisors LLC site at www.ceteraadvisors.com Individuals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services. © 2021 CCR Wealth Management