Our mission is to assist each client in achieving their specific financial goals, objectives, risk tolerances and tax considerations by employing carefully crafted and individually tailored investment strategies in the handling and management of each portfolio. By creating customized portfolios for each client, we can manage existing securities as well as specific restrictions, low cost basis issues or high income needs.
CMC Investment Management has no obligations to any other firm. There is no incentive to buy or sell any particular security. Our success is based on the success of our relationship to you, our client.
As we strive to accomplish this mission, our primary focus remains on the people who are represented by each portfolio. We value these long term relationships above all else.
Caring for our clients is our highest priority.
Tax services are not offered by CMC Investment Management, LPL Financial or affiliated advisors.