CMC | GuideStar^TM

The CMC | GuideStar^TM value proposition is straight-forward: affordable, custom, research.

Affordable Investment Guidance

Generic investment advice on the products you use in client portfolios is no longer good enough. Savvy consumers are demanding objective, impartial and professionally researched choices for their personal wealth management needs.

Independent advisors have historically embraced open architecture investment management (OAIM) solutions as the standard of care for their clients. But advisory firms have many responsibilities including fulfilling and documenting the execution of their fiduciary duties, differentiating their offerings, growing their business and delivering premium client service. Producing superior investment research on portfolio products at the same time can present a special additional challenge.

Until now, forward-thinking advisors considering outsourced research solutions have had to choose between buying generic advice and product databases at affordable prices or purchasing expensive software and doing their own research and analysis.

CMC | GuideStar^TM offers a practical and affordable alternative.

Custom Investment Guidance

CMC | GuideStar^TM empowers you with clear, in-depth research and guidance on the managers that matter most to you and your clients, at an affordable price.

Our experienced investment professionals develop an analysis of your individual managers and overall investment roster.  First they create a robust suite of graphs, and analytics using state-of-the-art investment software and databases.  Then they conduct a five-point assessment that includes a benchmarking study, a historical performance assessment, a style review, a risk-analysis and specific buy, hold or sell guidance.

Delivered Quarterly

Lastly, to assist you in making informed and timely decisions and to update your due diligence files we document and deliver our review and guidance summary each quarter.  This includes an executive summary of manager and roster analysis, product fact sheets with detailed performance, style, risk and correlation information,   Roster performance scorecard capitalization and style map, returns-based style analysis report, a suite of analytics and graphs, a correlation matrix and a backtest and portfolio model with asset allocation strategies.

Without the Bells and Whistles

The CMC | GuideStar^TM value proposition is straight-forward: affordable, custom, research.

Next topic: CMC | Research Concierge^TM

For more information, please contact us.