Business Consulting Services

CMC has a deep and experienced knowledge base in growing open architecture investment programs from the perspectives of program sponsors, advisors as well as investment managers.  As a catalyst for accelerated asset growth in our clients' businesses, we have established an exclusive strategic relationship with PM Partners, Ltd.  PM Partners provides marketing, practice management and client support services to investment advisors and their support teams.  The Principals of our respective firms have a working history that goes back more than a decade.

While CMC's core expertise remains investment research, enabling our clients to have access to this additional professional development and business building resource brings another dimension of practical value to CMC client relationships.  PM Partners is a resource which can assist advisors and their firms to standardize their business practices and master the consultative sales model so essential to fee-based business models.  In combination, CMC and PM Partners form a powerful combined resource that allows advisors to focus on the core of the activities most crutial to business success: gathering assets and managing client relationships.


Business Consulting Overview