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California Capital Management Story
As Investment Advisor Representatives of Linsco/Private Ledger, CCM advisors manage investment portfolios of $250,000 or more on behalf of personal and business clients.
Investment portfolio construction may consist of stocks, bonds, mutual funds, ETF's, REIT's, annuities, alternative investments and cash instruments. Each portfolio is individually managed based on a client's risk tolerance, time frame and investment objective.
Summary of Professional Services
We Advise our Clients on the Accumulation, Protection and Distribution of their Cash and Investments.
• Independent & Unbiased Advice
• Select, Monitor & Update Client Investment Portfolios
• Easy to Understand Performance & Fee Reporting
• Select, Monitor & Update Insurance Plans
• Dedicated Client Service Manager (9-5pm)
• Consistent & Reliable Client Communication in person, in writing, over the phone, at scheduled
events & via email.
California Capital Management is headquartered in Encino, CA and is a Registered Investment Advisor.
Our Senior Financial Planners are Successful Industry Veterans with Fortune 500 Training who hold Advanced Planning Designations and enjoy Stellar Compliance Records. CCM utilizes
Linsco/Private Ledger (LPL) for back office operations including custodial services, technology, statement generation, research and compliance. LPL serves over 5,800 veteran advisors nationwide. LPL is registered with the NASD (www.NASD.com) and the Securities and Exchange Commission (SEC).
Client accounts are protected by the Securities Investor Protection Corporation (SIPC). For an explanatory brochure, please visit www.SIPC.org.
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