About Us
Established in 1998, Community Capital Management, Inc. is a privately-held registered investment advisor based in Weston, Florida. We focus exclusively on providing fixed income management and exceptional client service to institutional investors.
The firm was co-founded by President/Chief Investment Officer Todd Cohen and Executive Vice President/Senior Portfolio Manager Barbara VanScoy. Todd and Barbara created the firm to capitalize on their belief that portfolios of government-related securities -- that are primarily excluded from the major bond indices -- could produce competitive returns while also promoting community development. Significant demand existed for this type of strategy as it helps to satisfy a bank/thrift's requirements under the Investment Test portion of the Community Reinvestment Act ("CRA") Exam.
The CRA Qualified Investment Fund was launched in 1999 and has grown to include investments from more than 300 banks/thrifts and other types of investors interested in this community development strategy. In 2001, the Firm expanded to include separate account management on behalf of clients such as: foundations, religious organizations, pension funds, and insurance companies.
The Firm's Core Fixed Income Composite has a 10-year track record of producing above-market returns while supporting community and economic development throughout the United States.
Past performance does not guarantee future results. The CRA Qualified Investment Fund is distributed by SEI Investments Distribution Co. (SIDCo), 1 Freedom Valley Dr., Oaks, PA 19456. SIDCo is not affiliated with Community Capital Management. Investing involves risk, including possible loss of principal. Bonds and bond funds are subject to interest rate risk and will decline in value as interest rates rise. Carefully consider the fund's investment objectives, risks, charges, and expenses. This and other information can be found in the fund's prospectus, which can be obtained by clicking here. Please read carefully before investing. Other classes of the fund are available by separate prospectus which have different expenses and intended investors.
Community Capital Management, Inc. is a Florida-based registered investment advisor registered with the Securities and Exchange Commission under the Investment Advisors Act of 1940. The Core Fixed Income Composite is comprised of all actively managed fixed income accounts managed by Community Capital Management that invest mainly in investment grade securities with community development as the primarly purpose. The Composite assets as of December 31, 2009 were $1.0 billion, which represented 92.0% of the firm's total assets. Returns are calculated in U.S. dollars. Community Capital Management has received a firm-wide GIPS® Verification for the period August 30, 1999 through December 31, 2009. In addition, the Core Fixed Income Composite has received a Performance Examination for the same time period. Community Capital Management claims compliance with the Global Investment Performance Standards (GIPS®).
To receive a complete list and description of Community Capital Management's composites and/or a presentation that adheres to the GIPS® standards, contact Alyssa Greenspan, CFA at 877.272.1977 or agreenspan@ccmfixedincome.com, or write Community Capital Management: 2500 Weston Road, Suite 101, Weston, Florida 33331. The Community Investment Composite was renamed the Core Fixed Income Composite in March 2008.