C & C FINANCIAL SERVICES, INC.

Overview

C & C Financial Services, Inc. is an independent registered investment adviser that serves individual, family and small institutional clients with a mix of planning and portfolio management services. The firm emphasizes equity-centered portfolios, using discretionary mandates for the majority of client relationships while retaining some non-discretionary accounts. Its advisory scope includes comprehensive financial planning, portfolio management for individuals and small businesses, and pension consulting, and the firm also maintains accounting-related business activities alongside its investment practice. Investment activity skews toward exchange-traded securities and separately managed account structures, reflecting a preference for liquid, public-market instruments that can be tailored to individual client needs. Fee arrangements are flexible—percentage of AUM, hourly and fixed fees are all in use—supporting both ongoing portfolio management relationships and one-off advisory engagements. There is no indication the firm pursues an ESG-first mandate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices