ShareFile® is a personal, secure document vault in which clients can view most of their important financial documents. CCMI posts quarterly investment reports, tax returns, estate plans, and other pertinent documents to clients’ individual vaults so that clients have safe and confidential storage for their significant data. Additionally, CCMI posts newsletters, relevant articles, and important updates for clients to view at any time. Clients can access a shared task list with CCMI for ease in following up on necessary financial planning and portfolio tasks.

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8880 Rio San Diego Drive Suite 1150, San Diego, CA 92108 (Map)
Phone: (619) 298-3993   Toll Free: (800) 615-6666   Fax: (619) 298-1976