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.