Financial Services
Clarendon Capital Management LLC (CCM) is a fee-only, independent investment advisory firm that provides focused and flexible investment advice rooted in value investing principles. The firm's mission is to deliver thoughtful, disciplined, and transparent financial recommendations to high-income professionals, entrepreneurs, and investors with long-term investment horizons. CCM offers portfolio assessments, financial plans, and investment management recommendations, while aligning itself with clients by investing alongside them. As a fee-only advisor, CCM does not offer brokerage, insurance, or annuity products, instead charging fees based on a percentage of assets under management (AUM) and fixed fees.
Industry
Financial Services
Remote Policy
Office-first with remote options
Beta · Sourced from candidate reports
Be the first to share your experience with Clarendon Capital Management.
Your reply helps other candidates know what to expect.
