Donna Lupo's Contact Details

Donna Lupo's Company Details

ccg

Melville, NY, US • 5 - 9 Employees
Investment Bank/Securities Brokerage

CCG INVESTMENTS FOCUSES primarily on corporate and personal investment plan advisory services with the objective of maximizing plan portfolio performance while minimizing plan portfolio risk.Decades of Qualified Plan Investment ExperienceAs the client base of the CCG Pensions division grew, there evolved a growing demand for management of the assets within the plan. The powerful pension plan designs being created by CCG Pensions were enabling plan participants to amass considerable sums of money. This created the demand for the formal management of those assets. Additionally, as client's businesses matured and they became high net worth individuals, areas such as business continuation and estate tax concerns created complex planning problems that needed to be solved.It became evident to adequately service these growing client needs, CCG Pensions needed to expand its approach to include financial services, particularly as clients sought investment advise that was based on the same independent, unbiased methodology used by CCG Pensions for the plan design itself.This led to the creation of CCG Investments, an SEC Registered Investment Advisory firm equally dedicated to providing high quality, independent, unbiased service.