CC INVESTMENT ADVISORS, INC.

Overview

CC Investment Advisors, Inc. is a small, fee-based advisory firm that manages concentrated equity allocations for a mix of individual, family and small institutional clients. The firm runs discretionary portfolios and shows a clear preference for publicly traded equities as the primary vehicle for expressing investment views. Portfolio management is delivered on a wrap-style percentage-of-AUM fee model, and the firm does not position itself as an active ESG investor or a multi-state adviser. The advisor’s client base and portfolio size point to a boutique operation focused on personalized portfolio management for high-net-worth individuals and small businesses. With equity-centric preferences and custody through a major independent custodian, the firm appears to implement strategies using exchange-traded instruments for liquidity and cost efficiency, supplemented by mutual funds and corporate debt where they need fixed-income exposure or diversified sleeves.

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Public Holdings

Investments & Alternatives

Location & Offices