CMC is an institutional investment consultant exclusively serving financial intermediaries. Our clients are institutions and wealth management firms that engage us to develop and maintain their high net worth investor best-of-breed investment platform. We combine 30 years of open-architecture program development and management experience with a unique set of professional skills and resources. Each CMC client receives individual services and attention.
Our services include:
- Investment Manager, Mutual Fund, Alternatives Research and Due Diligence
- Overlay Portfolio Management (Unified Managed Accounts)
- Investment Program Consulting
- Economic Consulting
- Portfolio Modeling and Structuring
- Client Proposal System Development
For more information or to discuss your business needs contact Barry Mendelson, CIMA at 414-727-7995 or barry@cmarkc.com
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We conduct searches for active and passive management strategies for our institutional clients (for separate account, mutual fund and unified managed account programs).
To be considered in our manager search process, please contact Rick Iwanski at 414-727-7992 or rick@cmarkc.com. |
