Coe Capital Management, LLC (CCM) is a Chicago North Shore-based investment research and advisory firm with a long history managing investment portfolios for high net worth individuals and families. We combine our expertise in domestic stock selection, risk management and broad asset class diversification to meet each client’s personal investment objectives.
We work closely with you to understand your personal goals, risk tolerance, and objectives to develop a personalized investment portfolio.
Our investment philosophy emphasizes:
- Independent and unbiased advice
- Customized portfolios aligned with client goals
- Research-driven investment selection
- Disciplined risk management and diversification
- Managing portfolio costs and tax impacts