Generating Righteous Returns
Our Mission: Provide investors access to education, portfolio assessments, and consultation to align their investments to their financial goals and values. Provide investors services that meet them where they are (new vs. experienced investor, limited or no assets vs. high net worth, no plan at all vs. an already carefully considered approach, and all points in between).
Our Beliefs; We believe no one should live check to check or fear that they will never be able to retire. We believe that diversified portfolios, including stocks and ETFs, covering a specifc set of industries provides better outcomes over time. We believe that dividends provide a predictable, proven, and potent means of accumulating wealth and creating passive income. We believe that investing in companies that behave responsibily, serve their communities, and act sustainably will deliver better financial results that those that lack sound ethics.
OUR APPROACH TO INVESTING
Does CCC makes sense for you? What's our investment strategy? What kinds of returns can we provide? How do we limit risk while pursuing growth opportunities? Explore our unique value proposition and learn if our path to wealth will best serve your unique needs.
FreQUENTLY ASKED QUESTIONS
Using AI, we have identified the questions that investors ask most frrequently. and augmented the list with other questions we've asked during our own investing journey. Answers provided for each of these questions have been extensively research and vetted.
INVESTING DICTIONARY
Investing shouldn't have to be as scary and confusing as it sometimes seems. So many terms, so many acronyms (what the heck is a "HNWI" or a "DRIP" anyway?). Click below to learn the language of investing. Its a great resource for new and experienced investors.
Our Resources
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SHAWN STONER
Founder & Chief Investor Advocate
Tyler Collins
Senior Developer
Kari Reese
Senior Marketing Manager
Rasmus Jennet
Product Manager
Are you ready for a change?
I'll teach you balancing the needs of your business & relationships.