Capital Market Consultants (CMC) is an independent investment consulting firm based
in Milwaukee, Wisconsin. CMC’s exclusive business is to develop and maintain long
range investment programs for financial intermediaries. They serve an array of financial
institution clients throughout the United States in the banking, trust, brokerage
and wealth management industries. Core services include asset allocation, manager
and fund research, economic consulting, multi-manager modeling and tactical strategy
overlay.
Managed Account Program
Our managed account program, called CMC Portfolio Strategies, is an easy to implement
business solution for your practice specifically created by CMC for the TradePMR
advisor. This program allows you to:
- Focus your time on running and growing your AUM leaving time intensive and expensive
back office functions to full-time research specialists.
- Use our proposal generation service to profile your investors into one of six diversified
investment strategies and generate an investment policy statement for each account.
- Implement these strategies across your clientele using either ETF, mutual fund
or separate account manager strategies to accommodate small, medium and even large
accounts (minimum account size is $10,000 for this program)
- Attract high-net-worth clients and institutions who want nationally recognized
and proactively researched managers and funds
- Receive quarterly portfolio strategy factsheet updates on each managed allocation
strategy (which can be private labeled)
- Download quarterly written CMC due diligence updates on all strategies, managers
and funds for your compliance records and to help with you prepare for quarterly
client meetings
- Receive regular economic consulting guidance from CMC’s Chief Economist, Dr. Abdur
Chowdury including a monthly advisor conference call, monthly and quarterly written
economic (which can be private labeled) and capital market updates and a robust
economic and capital market chart library
- Receive the benefits of periodic tactical allocation adjustments by CMC on all
six allocation strategies
For more information, visit www.cmarkc.com.