Christy Capital Management, Inc.

Christy Capital Management provides investment advisory and wealth management services to individuals, high‑net‑worth clients, trusts, estates, pension and profit‑sharing plans, and other business entities, and also offers retirement strategies, tax planning, estate conservation, insurance and annuity products (non‑variable), family legacy planning, and consulting services. The firm manages client assets through both discretionary and non‑discretionary managed account programs and, for qualifying clients, recommends private market investments such as private equity and private real assets.

CCM tailors recommendations using client profile questionnaires and risk‑tolerance assessments and typically implements portfolios by contracting with unaffiliated subadvisors; the brochure identifies EverSource Wealth Advisors as a subadvisor that designs and manages model portfolios, including values‑ or faith‑based models. For employer‑sponsored retirement plans the firm provides non‑discretionary ERISA §3(21) services and participant education, and in some cases refers participants to third‑party managers such as Retirement Management Systems (RMS).

Distinctive aspects noted in the brochure include CCM’s operation as a state‑licensed insurance agency whose associated persons may receive commissions from insurance product sales (disclosed as a potential conflict and subject to supervisory controls), the firm’s production of educational content with disclosed YouTube and book‑sale compensation, and recent additions of private equity options and fee‑based consulting services; the firm also discloses solicitation arrangements for retirement plan referrals and its role in coordinating subadvisor due diligence and oversight.