OAIM Platform Consulting

With over fifty years of combined OAIM experience CMC has the know-how to help you design, implement and launch, or retrofit, a proprietary investment management program. Our expertise extends to mutual fund, separate account and advisor discretionary wrap programs for brokerage firms, banks, RIAs and wealth management firms.

We can help you to develop a clear long-term vision that delivers the investment experience you want for your clients, is sized to your business needs and reflects your firm’s culture and will work with you to identify the features, investment products and advice that in combination delivers the investment experience you want.

Platform Growth Strategy

Our 50 years of OAIM knowledge and over 100 years of knowledge of retail distribution provide a deep pool of know-how to help you develop a strategic, systematic and successful approach to asset gathering and advice distribution. We will develop a plan to migrate your existing program to a platform that incorporates the characteristics you are looking to offer your clients and to develop the profitability your firm is looking to you for. 

We audit, assess and incorporate, where possible, existing firm resources such as business processes, functionality, capabilities and third party vendor relationships and develop critical program features like research and investment manager selection. To deliver the risk/return profile your clients’ want for their investment portfolios we identify the breadth of suitable investment products such as separately managed accounts, mutual funds and exchange traded funds.

Business Frameworks and Processes

Success in business is almost invariably the result of filling a market need with discipline and teamwork over time. CMC principals are experienced industry veterans and have worked with many firms to develop business frameworks and install business processes that form the foundation of successful and consistent advice distribution models.

Business Frameworks Development consulting allows you to leverage our experience in rationalizing and installing advice distribution models that work. Included in our analysis and guidance are optimal marketing, sales team and client servicing structures. CMC can also assist you in integrating those frameworks and your client relationship management software.

For more information about our consulting services, please contact us.