At the Firm In late June, the team enjoyed a lunch offsite at Javier’s to celebrate Matt, Allie and Alana‘s birthdays for the second quarter. …

At the Firm The CCMI team was busy in early April rebalancing client portfolios and preparing quarterly reports.  The rebalancing process generally involves all four…

At the Firm Brian, Matt, Kim, and Tina spent a day offsite planning for the quarterly goals (or “rocks” as we call them internally). The…

At the Firm As of August 21, we have a new location! CCMI officially moved to our new office at 6265 Greenwich Drive #201, San…

At the Firm The CCMI Team spent a day in July at our Annual Business Planning Meeting.  This years meeting was held at the University…

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…