Firm Overview
Capital Market Consultants, LLC is the portal to custom Open Architecture Investment Management (OAIM) solutions for financial intermediaries whose focus is the high net worth market and investor.
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 and enables intermediaries to differentiate themselves in an increasingly competitive marketplace.
Fifty years of OAIM experience and one-hundred years of high net worth experience combined with a unique set of team skills and resources make CMC the partner of choice for firms and advisors striving to grow their assets under management.
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.
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. CMC is wholly owned by its partners.
What CMC Does
We build or restructure investment management platforms for financial intermediaries.
We promote platform AUM growth by providing intellectual capital and collateral content.
We support and enable those platforms with Investment and Business Consulting services.
CMC is Focused on the Highest Value OAIM Components
- Manager Research and Due-Diligence
- Custom Investment Platform Construction
- Platform Subject-Matter Content
- Business Frameworks and Processes
How We Offer Our Services
We collaborate with our client’s to custom-build an investment platform that delivers the investment experience they want for their clients. The process begins with identifying the characteristics they are looking for in their managers and portfolios and then we assist in the selection of managers that will, in combination, deliver the risk/return profile they want for their clients’ investment portfolios.
Because CMC is not a Turnkey Asset Management Platform (TAMP) we neither recommend “our” managers nor do we believe that one-size fits all. Our services are offered on a comprehensive or unbundled basis, customized to our clients’ culture, sized to their business needs and with no conflicts of interest.
Credentialed and Expert Staff
Investment research is not only a fiduciary responsibility it is a necessary step in any sound investment process and risk-managed investment program. Outsourcing some or all of those responsibilities allows firms to focus their time and resources on growing their business.
CMC’s Research Team is one of the most experienced in the open architecture investment management space and is led by experienced Senior Analysts. They support our consulting team and clients by providing comprehensive asset class research and on-going manager due diligence.
Our team includes:
- 1 Ph.D. Applied Economics
- 3 Chartered Financial Analysts (CFA)
- 1 Certified Investment Management Analyst (CIMA)
- 7 Member Research Team
- 3 Research Associates
CMC is located in Milwaukee, Wisconsin.
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