About Us
Founded in 2002 and located in Milwaukee, CMC serves a broad range of clients throughout the United States.
Our Mission
Our mission is to advance the financial well-being and security 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.
Our Clients
CMC serves a range of financial intermediaries. Flexibility and choice define our consultative approach to business partnering. We work with:
- Banks
- Trust Companies
- Wealth Management firms
- Accounting firms
- Broker-Dealers
- Insurance Companies
- Family Offices
- Law Firms
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 about CMC or to discuss your firm’s needs please contact Barry K. Mendelson, CIMA Managing Partner at 414-727-7995 or barry@cmarkc.com .
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