Popular Topic(s): Out & About
OUT & ABOUT – APRIL 2024

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…

OUT & ABOUT – February 2024

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…

OUT & ABOUT– August 2023

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…

OUT & ABOUT– July 2023

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…

Out & About – July 2020

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…