At The Firm The CCMI team enjoyed celebrating third quarter birthdays at a lunch in September. Team members always enjoy the chance to get outside…

At the Firm The CCMI team bid farewell to Allie, who left on maternity leave and subsequently moved back East as her husband received military…

At the Firm Brian wrapped up his multiyear service on the San Diego Breakfast Rotary Foundation board, where he worked to oversee the investments and…

At the Firm The CCMI team enjoyed a Holiday Dinner at Callie at the end of November.  The food was delicious and the team enjoyed…

At the Firm CCMI was pleased to host LEAD San Diego at the office to interview various non-profits that were in contention to partner with…

At the Firm  The team has been busy with quarterly activities, including rebalancing and putting together quarterly investment reports. This is the first run of…

At the Firm  The team has been working hard getting two regulatory requirements—our new client brochure and Form CRS—completed, posted on our website, and sent…

At the Firm CCMI hosted a webinar with Michael Townsend, Schwab’s Managing Director of Legislative and Regulatory Affairs. He shared his insights on the upcoming…

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…