CCM Investment Management is a Registered Investment Adviser established in 2017. As an Investment Adviser, CCMIM provides portfolio management, investment advice, and financial planning on an assets under management and fee for service basis. CCMIM is not affiliated with any one investment product or investment company. This business structure helps align an Adviser’s incentives with the goals of its clients and aids in mitigating conflicts of interest in the client-adviser relationship.
Formed by Chad Mello, a graduate of the University of Massachusetts with a degree in Economics, a holder of the Chartered Financial Analyst (CFA) designation since 2015, and a member of the CFA Society Boston, CCMIM brings professional wealth management to clients through its own in house portfolio construction and integrated planning approach.
CCMIM and its representatives strictly adhere to a Code of Ethics that includes the following:
- Act with integrity, competence, diligence, respect and in an ethical manner with the public, clients, prospective clients, employers, employees, colleagues in the investment profession, and other participants in the global capital markets.
- Place the integrity of the investment profession and the interests of clients above their own personal interests.
- Use reasonable care and exercise independent professional judgment when conducting investment analysis, making investment recommendations, taking investment actions, and engaging in other professional activities.
- Practice and encourage others to practice in a professional and ethical manner that will reflect credit on themselves and the profession.
- Promote the integrity and viability of the global capital markets for the ultimate benefit of society.
- Maintain and improve their professional competence and strive to maintain and improve the competence of other investment professionals.
CCMIM’s complete Code of Ethics can be found here.
You can learn more about CCMIM at the Investment Adviser Public Disclosure website found here.
You can find information about the CFA® designation as well as investment industry research and analysis at the website of the CFA Institute found here.
Please visit the CFA Society of Boston here to learn about local upcoming events.