CMC is the leader in custom Open Architecture Investment Management (OAIM) business solutions for mid to small financial organizations and RIAs. OAIM provides investors with a wide range of alternatives in a single investment program; reaching beyond the limitations of a single brand, institution or product type resulting in multi-manager, multi-fund, multi-product investment opportunities.
CMC
clients leverage our experience, skills and resources to cost effectively meet
their specific business objectives.
For financial institutions, we assist in the design, development and roll out of proprietary investment programs. Alternatively, you can select specific CMC capabilities and services as customized solutions that supplement your own
existing program resources. Flexibility and choice define our consultative approach to business partnering. We work with:
- Accounting firms
- Wealth Management firms
- Banks
- Broker-Dealers
- Credit Unions
- Insurance companies
- Family Offices
- Trust Companies
- Law Firms
Independent RIAs and even
financial advisors at larger firms can individually benefit from our
business consulting and investment advisory services. Whether you
are looking to improve the quality of your service or grow your practice we
specialize in helping the serious professional build and manage their fee-based
investment advisory practice.
Key Contact:
Barry K. Mendelson, CIMA
Managing Partner
barry@cmarkc.com
414-727-7990 ext. 104
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