Business Details
40 Years
experience
Your Trusted Partner for Investment Advisory Services
CCM Investment Advisers is a conservative investment management firm founded in 1986, dedicated to preserving principal while delivering superior risk-adjusted returns. Our disciplined approach focuses on dynamic asset allocation, security selection, and timing, tailored to each client's unique objectives. With over $1.3 billion in discretionary assets under management, we serve individuals, institutions, and municipalities from our headquarters in Columbia, South Carolina. Our team of seasoned professionals, averaging 25 years of experience, manages portfolios directly without automated tools, emphasizing personalized service and long-term client relationships.We maintain rigorous compliance standards and transparent communication, reflecting our commitment to ethical practices established by founder Fowler W. Cary Jr. Our investment philosophy, rooted in Nobel Prize-winning economic theory, prioritizes risk management to navigate volatile markets effectively.
Services
Investment Advisory
Portfolio Management
Asset Allocation
Risk Management
Financial Planning
Details
- Year established: 1986
Highlights and features
- We offer personalized portfolio management by experienced professionals
- Our team averages 25 years of investment management experience
- We implement a proprietary dynamic asset allocation methodology
- We maintain $1.3 billion in discretionary assets under management
- We provide transparent compliance documentation including Form ADV
Services
Investment Advisory
Our investment advisory service provides customized financial strategies through active portfolio management. We develop tailored approaches considering each client's risk tolerance and financial goals. Our team employs rigorous market analysis to optimize asset allocation across equities, fixed income, and cash equivalents.
Asset Allocation
We implement dynamic asset allocation models that adjust to changing market conditions. Our approach identifies relative value across asset classes while maintaining appropriate risk levels. This strategy helps clients achieve long-term growth objectives while managing portfolio volatility through diversified investments.
Risk Management
Our risk management framework focuses on protecting client capital through conservative investment practices. We employ analytical tools to assess market risks and implement mitigation strategies. This approach balances growth potential with principal protection across different economic cycles.
Financial Planning
We offer comprehensive financial planning services that integrate investment management with long-term wealth goals. Our certified professionals develop customized plans addressing retirement, estate planning, and tax-efficient strategies. This holistic approach ensures alignment with clients' overall financial objectives.
Market Commentary
Our market commentary service provides regular analysis of economic trends and investment strategies. We deliver quarterly reports and special updates on market conditions. This resource helps clients understand portfolio performance within broader economic contexts and make informed financial decisions.
People
Richard J. Linden
President
President with over two decades in portfolio management. Former Harvard M&A banker, now oversees strategic direction and client portfolios. Active in community mentorship and historic preservation initiatives.
Robert F. Key
Sr. Client Advisor and Chief Compliance Officer
CFA Charterholder with extensive banking and compliance experience. Manages client portfolios and financial sector research. Former University of South Carolina finance professor and CFA Society president.
Michael A. Burkett
Chief Investment Officer
CFA Charterholder leading equity model development. Oversees investment committee and fixed income research. Former Army linguist and University of South Carolina lecturer on investment strategies.
Chris W. Antley
Senior Vice President
MBA graduate managing asset allocation models and equity research. Handles macro-economic analysis and portfolio management. Regular guest lecturer at University of South Carolina business school.
Christian J. Leveque
Chief Fixed Income Strategist
Fixed income expert with prior experience at Payden & Rygel. Manages municipal bond portfolios and develops strategic fixed income approaches. Holds Master of Finance degree from Tulane University.
Questions
What investment strategies do you offer?
We offer balanced, equity, and fixed income strategies across different risk profiles. Our approaches include Core Balanced, Moderate Risk Balanced, and Low Risk Balanced portfolios tailored to client objectives.
How do you manage investment risk?
We employ active risk management through dynamic asset allocation, security selection, and timing. Our conservative approach prioritizes principal protection while seeking optimal risk-adjusted returns.
What experience does your team have?
Our portfolio managers average 25 years of experience. The team includes CFA Charterholders, former banking executives, and investment specialists with expertise in both equity and fixed income markets.
How are portfolios customized?
Each portfolio is individually managed based on client-specific investment objectives. We consider risk tolerance, time horizon, and financial goals when developing personalized investment strategies.
What compliance credentials do you maintain?
We are SEC-registered investment advisers with Form ADV Part 2A and CRS documents available. Our compliance framework ensures adherence to regulatory standards and client protection.
How can I access performance reports?
Performance reports and investment summaries are available through our Fact Sheet and Manager Profile documents. Contact us directly for personalized portfolio performance reviews.