Company Profile

CCM Advisors, LLC was created in 2000 and operates as a Registered Investment Advisor under the Investment Advisers Act of 1940. Our most important role is to assist the trustees of healthcare related and other non-profit organizations in carrying out their fiduciary responsibilities.

Our scope of services is investment advisory, investment policy planning, manager selection and asset allocation. CCM Advisors has a long working history with hospitals through its counsulting services and its partnership with the American Hospital Association as co-sponsors of the semi-annual AHA Healthcare Treasury Roundtables.  The firm also acts as advisor to a series of the CNI Charter Funds, cnicharter-ccma.com.

CCM Advisors is wholly-owned by City National Corporation (NYSE: CYN), a publicly-held financial services firm with a long-term commitment to the asset management business. 

 

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