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Capital Consulting & Asset Management, Inc. CCAM - A Registered Investment Adviser (RIA). Rob Nixon, Financial Advisor | Wealth Management

Capital Consulting & Asset Management, Inc. (CCAM) - Registered Investment Adviser (RIA), Serving the Investment and Capital Needs of Individual, Corporate and Institutional Clients. As an RIA, CCAM manages client portfolios, provides financial planning, consulting and portfolio manager evaluation services and provides a privately managed portfolio program which utilizes select independent investment managers and mutual funds. Rob Nixon, Financial Advisor | Wealth Management

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Capital Consulting & Asset Management, Inc. CCAM - A Registered Investment Adviser (RIA). Rob Nixon, Financial Advisor | Wealth Management | cc-am.com Reviews

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Capital Consulting & Asset Management, Inc. (CCAM) - Registered Investment Adviser (RIA), Serving the Investment and Capital Needs of Individual, Corporate and Institutional Clients. As an RIA, CCAM manages client portfolios, provides financial planning, consulting and portfolio manager evaluation services and provides a privately managed portfolio program which utilizes select independent investment managers and mutual funds. Rob Nixon, Financial Advisor | Wealth Management

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3 Capital Consulting & Asset Management

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10 Financial Advisor

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Capital Consulting & Asset Management, Inc. CCAM - A Registered Investment Adviser (RIA). Rob Nixon, Financial Advisor | Wealth Management | cc-am.com Reviews

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Capital Consulting & Asset Management, Inc. (CCAM) - Registered Investment Adviser (RIA), Serving the Investment and Capital Needs of Individual, Corporate and Institutional Clients. As an RIA, CCAM manages client portfolios, provides financial planning, consulting and portfolio manager evaluation services and provides a privately managed portfolio program which utilizes select independent investment managers and mutual funds. Rob Nixon, Financial Advisor | Wealth Management

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Analyzing Stocks Client Profile. Investing, like most other things, requires that you have a general philosophy about how to do things in order to avoid careless errors. Would you make a souffle without a recipe? Would you play cello in the London Philharmonic Orchestra without sheet music? Would you aim a shuffleboard disk without figuring out whether you're trying to knock off your own color or your opponent's? Fundamental Analysis - Buying a Business (Value, Growth, Income, GARP, Quality). Warren Buff...

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About PMP Investment Managers. Money Managers for Clients. The Privately Managed Portfolio Program. The Privately Managed Portfolio Program (PMP) offers individually managed investment accounts to clients, for clients with more than $500,000 of assets under management, providing access to the investment advisory services of a select, prescreened group of investment advisers (investment managers). The PMP program offers advice regarding equity securities, warrants, corporate debt, commercial paper, bank c...

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Description of Financial Planning Services. CCAM also provides advice in the form of a financial plan. Clients utilizing this service will receive a written report, providing the client with a detailed financial plan designed to achieve his or her stated financial goals and objectives. In general, the financial plan will address one or more of the following areas of concern:. Family records, budgeting, personal liability, estate information and financial goals. Tax and Cash Flow.

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Whether your need calls for term, permanent fixed, or variable life insurance, we have the carrier and product to fit your need. Long Term Care Insurance:. If you have not addressed your long term care needs, a very real gap in your protection exists. We offer coverage for the entire “disability event” – short term disability, long term disability, critical illness, and long term care.

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Our Offices and Map. We are glad that you have found your way to the Capital Consulting and Asset Management (CCAM) website. Through in-depth, long-term relationships, CCAM seeks to truly understand the unique circumstances and goals of each individual client. By learning about your current financial situation and understanding the lifestyle you wish to achieve or maintain, CCAM develops sound, individualized wealth management strategies. Goal-oriented financial planning and consulting. We invite you to ...

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