CSMCC was founded in 2004 to meet the investment and family office needs of a small group of clients and principals of the firm. Our clients typically develop a partnership with us much broader than investing. We advise our clients on complex tax, estate, business, and other wealth planning issues. Our planning process includes holistic balance sheet and income statement analysis. Our high ratio of investment professionals to clients creates a level of service not often found in this industry. We are a privately-owned SEC Registered Investment Advisor.

We are relationship oriented and believe the families and institutions we work with consider us partners. A typical CSMCC client is one with significant financial assets, often multi-generational, with a range of individual, retirement, and trust accounts. In over 20 years of business, we have experienced near-perfect client retention. We believe that our ability to sustain long-term relationships with our clients is due to the low turnover of our principals, outperformance as a result of our portfolios’ strategic asset allocation, and intense level of client focus.