CC Investment Advisors, Inc.

CC Investment Advisors provides discretionary asset management to individual investors and charitable organizations, delivering ongoing portfolio management and charging fees as a percentage of assets under management. The firm documents client goals and permits client‑imposed investment restrictions, and it does not sponsor wrap fee programs.

Its investment platform includes three core strategies: a managed asset allocation program built with broadly diversified, low‑cost mutual funds and ETFs and periodic rebalancing; a managed fixed‑income program focused on income and volatility management; and a managed equity strategy that employs fundamental and quantitative analysis. Notably, CCIA implements covered‑call option writing and other listed options directly in separately managed accounts, meaning derivatives are used in client portfolios rather than solely through underlying funds.

Distinctive features include a relatively small asset base and client roster and an explicit focus on non‑high‑net‑worth individuals, which differs from many peers in the supported‑advisor cohort. The firm also relies on custodian‑deducted fee arrangements, does not routinely vote proxies for clients, and reports that its chief compliance officer maintains a substantial outside accounting role.