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CC&L Managed Portfolio and CC&L Select Portfolios

The CC&L Managed Portfolio and CC&L Select Portfolios are available to retail investors through a dealer network and provide investors with a complete, fully diversified investment solution suitable for a variety of risk tolerances.

Drawing upon our institutional heritage in constructing efficient, risk-adjusted investment portfolios, the CC&L Managed Portfolio and CC&L Select Portfolios are diversified across multiple asset classes, industry sectors, investment managers and geographic regions.

The CC&L Managed Portfolio and CC&L Select Portfolios provide:

  • Management by leading institutional money managers
  • Active asset allocation and rebalancing
  • Regular portfolio monitoring and comprehensive reporting

The CC&L Managed Portfolio is a mutual fund portfolio offered by prospectus and requires a minimum investment of $25,000.

CC&L Select Portfolios are pooled fund portfolios offered by offering memorandum to accredited investors and require a minimum investment of $100,000.

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