CMC | Manager Search^TM

We assist financial intermediaries and Registered Investment Advisors with manager search, selection and monitoring and provide complete due diligence documentation. CMC | Manager Search^TM is designed to accomplish the following critical seven steps:

1. Define portfolio characteristics and threshold performance attributes
2. Apply quantitative screens to identify candidates
3. Review organizational quality
4. Conduct phone interviews with investment professionals and complete Request for Information
5. Conduct in-depth quantitative and qualitative analysis
6. Onsite visit with professional staff
7. Comprehensive write-up, recommendation and statement of suitability

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. CMC is wholly owned by its partners.

Next topic: CMC | Custom Analytics^TM

For more information, please contact us.