Through our trusted partner and custodian, Charles Schwab, you can easily view your portfolio at anytime so you will always know what is happening with your investments . Your money stays with you. We are granted a limited power of attorney to make investments on your behalf for a simple low fee. You can rescind that power at any time. There are no lockup periods of any kind. Through our quarterly memos, videos, and articles you will always be informed of our thinking on investments and market conditions.

The professionals at CCG bring proven expertise to every client relationship—backed by industry credentials, unparalleled academic backgrounds and practical experience. The team is led by Dr. Bradford Cornell, emeritus Professor of Financial Economics at the UCLA Anderson School of Management. Dr. Cornell received his Masters degree in Statistics and his PhD in Financial Economics from Stanford University. He has published more than 125 peer reviewed articles and four books on a wide variety of topics in applied finance. Through Dr. Cornell, the team has access to leading finance scholars worldwide.

Warren Buffet noted with regard to investing " Price is What You Pay, Value is What You Get". Therefore the key to successful investing is insightful assessment of value in comparison to price. That is our focus at CCG. For this purpose we developed and employ proprietary valuation models. In addition, we utilize options to fine-tune the tradeoff between risk and return.

As a client of CCG, you will be investing right alongside the firm principals and their families. We personally stand behind our work and ensure that our interests align completely with our clients. 

No more dealing with frustrating automated phone systems or navigating through layers of different people unfamiliar with your situation. At CCG, if you have any questions, the professionals who are directly managing your investments are only a phone call or email away. You go straight to the source.

We are not part of a brokerage firm. We do not sell any other products or services. Our investment decisions are only driven by what will benefit our clients. 

 Our transparent fee structure is extremely competitive, especially for active management, further maximizing our clients’ after-fee performance.  Our compensation is based solely on a percentage of assets under management.