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CCMI Updates Category
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OUT & ABOUT – December 2023
27 Dec 2023 by: CCMI

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…

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OUT & ABOUT– November 2023
24 Nov 2023 by: CCMI

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…

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OUT & ABOUT – APRIL 2023
28 Apr 2023 by: CCMI

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…

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OUT & ABOUT – MARCH 2023
30 Mar 2023 by: CCMI

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…

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OUT & ABOUT – OCTOBER 2022
28 Oct 2022 by: CCMI

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…

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Out & About – November 2021
24 Nov 2021 by: CCMI

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…

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Out & About – October 2021
28 Oct 2021 by: CCMI

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…

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Out & About – September 2021
29 Sep 2021 by: CCMI

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…

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Out & About – August 2021
31 Aug 2021 by: CCMI

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…

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Out & About – July 2020
30 Jul 2020 by: CCMI

At the Firm… The CCMI team continues to work on enhancements to our new website.  We look forward to sharing updates as new features are…

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