Investment Advisory Services
Fee-based services are offered through Coordinated Capital Advisory and through our CCS Select One programs. Our flexible program allows you to manage accounts held at our clearing firm or at the investment company, or have accounts managed by a third-party manager. For more information regarding our IA please review our CCA and SelectONE Disclosure Brochures.

Advisory & Portfolio Management
One of the greatest challenges facing any investor is determining the most appropriate blend of assets to potentially achieve the investment objectives of the portfolio while exposing the investor to a level of risk he can tolerate both personally and financially.

By using the advisory products offered through First Clearing, you will have access to asset-allocation strategies and technologies designed to help optimize your portfolios. We call these programs the CCS SelectONE programs. The SelectONE programs offer a wide range of advisory programs where for an annual fee (billed quarterly in advance based on the assets in the account) a quarterly performance report is provided to assist you and your clients in monitoring your investments. Click here for more information on the CCS SelectONE programs.

Insurance
We offer a variety of fixed products, illustration support and long-term care through Coordinated Capital Consultants. There is no requirement to write insurance through us, however, insurance written through us counts toward CCS production breakpoints. For more information, visit our website at www.cccmadison.com