Fowler Cary

Fowler W. Cary, Jr. was the founder, President, and Chief Investment Officer of CCM Investment Advisers, an independent investment advisory firm he established in 1986. Under his leadership, CCM managed over $1 billion in discretionary assets, offering active portfolio management and client-focused investment counseling to institutions, individuals, endowments, and foundations. Cary was known for structuring individualized portfolios that aligned with each client’s objectives and for fostering a firm culture prioritizing client success and ethical investment stewardship.

With a professional focus spanning equity, fixed income, and balanced portfolios, Cary’s expertise encompassed multi-asset-class management serving diverse client types, including corporations, municipalities, pension plans, and trusts. He applied foundational investment philosophies rooted in rigorous research and influenced by leading financial academics, notably integrating insights from his early career collaboration with associates of Nobel Laureate Dr. William Sharpe.

Prior to founding CCM, Cary served as Chief Investment Officer at Bankers Trust of South Carolina from 1975 to 1986. He held degrees from The Citadel, Wofford College, the University of South Carolina, and Stanford, and was remembered as both a visionary leader in the investment sector and for his lasting contributions to client-centric advisory practices.