Capital Consulting & MGMT

read moreOur professionals have over 50 years of collective experience and are committed to continuous education. Our office delivers innovative strategies that provide clients with the financial future they desire. Also, on all CCAM managed accounts we agree in writing to be a Fiduciary. CCAM was started in 1996 and has been in The Apothecary Building in the Historic Haymarket ever since.

read moreCCAM provides specific consultation and administrative services regarding investment and financial concerns of the client. Clients can also receive investment advice on specific area(s) of concern such as education planning, estate planning, retirement planning, or any other specific topic. Rob Nixon, Financial Consultant for CCAM, has 35 years' experience consulting to organizations, companies and individuals regarding asset allocation and style analysis, investment policy and guidelines, investment manager searches, due diligence, performance monitoring, managing fiduciary responsibility and employee education and communication.

read moreOur clients include successful professionals, businesses, families, and institutions including foundations and endowments, who expect the ongoing communication, guidance and expertise that CCAM delivers. Also, on all CCAM managed accounts we agree in writing to be a Fiduciary. Being a Fiduciary applies to any situation in which a person justifiably places confidence or trust in someone else and seeks that person's help or advice in some matter such as Financial Management. This is an important consideration and we proudly recognize being a Fiduciary as a core aspect of our business.

read moreInsurance may not be fun to think about, but it's an integral part of any financial plan. Having a well-thought-out insurance strategy can make a world of difference to your loved ones if something were to happen to you. From life insurance to disability and long term care policies, there is no such thing as a one-size-fits-all plan. Every person has different needs, and it's important that you have an insurance strategy that fits you and your family's lifestyle. At Capital Consulting & Asset Management, we want to be a one-stop-shop for all of your financial planning needs.