At the Firm The CCMI team has been hard at work providing documents for our annual custody audit. For those accounts where we connect to…

At the Firm The CCMI team was busy rebalancing portfolios and preparing quarterly investment reports this month. For rebalancing, the team has the processes fairly…

At the Firm Matt Showley attended several virtual events this month. Matt attended one as a member of the Scripps Health Foundation Gift Planning Advisory…

At the Firm CCMI welcomed Tina Vieregg to the team in August. She brings a wealth of experience to CCMI. We look forward to Tina…

At the Firm July has been a busy month in the CCMI office, as many clients have elected to come by for in-person meetings. Our…

At the Firm The CCMI team has been busy preparing for the reopening of our office to clients. As rules allow and as our building…

At the Firm The CCMI team hosted a webinar with Jeffrey Kleintop, Schwab’s global chief investment strategist. He provided an overview of hot topics in…

At the Firm The CCMI team enjoyed some friendly March Madness competition by submitting their brackets for the annual NCAA Men’s Basketball Tournament. Competition was…

At the Firm Brian attended the Schwab Advantage one-day conference virtually in March.  He was able to learn about Schwab’s latest updates and gain knowledge…

At the Firm Brian is pleased to report that he passed the exam for the Certified Exit Planning Advisor (CEPA) designation. You can read about…