About Us
Founded in 2002 and located in Milwaukee, we
serve a broad range of clients throughout the
United States. Flexibility and choice define our
consultative approach.
Mission
Our mission is to advance the financial wellbeing
of investors and to make it possible for
those financial intermediaries with whom we
work to be the investment provider of choice in
their local markets.
Clients
CMC serves various intermediaries that
outsource key investment program functions.
This enhances their service to clients,
differentiates them and documents thorough
execution of fiduciary responsibilities. Our
clients include banks, trust companies, wealth
management firms, broker-dealers, accounting
firms, law firms, insurance companies, and
family offices.
Team
CMC employs nine associates. Our credentialed
staff has over 100 years of combined investment
experience.
Independent and Impartial
The freedom to provide impartial, independent
and objective advice
is fundamental to who we are as an
organization. We are not affiliated with any
investment management firm nor do we receive
compensation from any such organization for
recommending their investment strategies. CMC
is privately held.
For more information contact Barry Mendelson
at 414-727-7995 or barry@cmarkc.com.
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Our Team
Advisory Board
Code of Ethics
Form ADV Part II
CMC in the News
CMC in Publications
Q3 2009 CMC Newsletter
Q2 2009 CMC Newsletter
Q1 2009 CMC Newsletter
Q4 2008 CMC Newsletter
Q3 2008 CMC Newsletter
Q2 2008 CMC Newsletter
Q1 2008 CMC Newsletter
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