Ccg Asset Management, LLC

CCG Asset Management, LLC is a Limited Liability Company established in January 2013 in Mississippi, with Brandon L. Comer as the principal owner. The firm specializes in offering discretionary investment advisory services to nonprofit organizations, governmental units, and institutional investors, focusing on fixed-income and multi-asset class strategies. Clients entrust CCG with investment discretion, allowing the firm to manage asset allocation, select securities, and conduct trades within regulatory guidelines. CCG tailors investments to meet client objectives, emphasizing total return management for fixed-income portfolios and liability-driven strategies. Regarding fees, CCG charges a negotiable annual fee based on assets under management, with rates starting at 0.25% for the first $25 million and decreasing for higher amounts. For non-discretionary advice, fees are fixed and can reach up to 0.25% per year. The firm does not participate in wrap fee programs and clients are responsible for third-party fees. CCG does not accept compensation for the sale of securities and does not engage in performance-based fees. The firm's investment strategies revolve around fundamental analysis of high-quality fixed-income portfolios, focusing on risk-adjusted returns and capital preservation. CCG manages risks associated with fixed income, equity, and alternative investments, ensuring diversification and aligning strategies with client objectives. CCG maintains a transparent approach to brokerage practices, allowing clients to direct brokerage and offering block trading for cost efficiency. The firm conducts regular account reviews and provides clients with detailed monthly reports. CCG does not have custody of client funds or securities and does not accept proxy voting authority.