Enabling Financial Intermediaries

Today's affluent investor demands Open Architecture Investment Management (OAIM) solutions because they want choices of managers and products. They also want well researched documented, portfolio advice customized to their needs.

In addition, the business of investment advice is changing rapidly, profoundly and permanently and open architecture solutions are the new standard of practice.

The pressures to attract and retain the affluent investor in this new competitive paradigm are high and growing and setting the pace are the largest financial organizations with relatively unlimited capital resources and superior distribution power.

How can smaller firms and their advisors compete? How will you claim your stake in the rapidly growing wealth management space while staying true to your culture and business objectives?

Capital Market Consultants can help. Our only business is the delivery of superior-quality, OAIM solutions to financial intermediaries.  While the firms we work with vary dramatically in size, resources and business needs they are all focused on the high net worth client and have resolved to outsource all or a part of their research and due-diligence to CMC in order to focus on business development and client relationships.

CMC develops investment management programs that are as unique as the needs of your business.  We do not presume that one-size fits all.  Our services are customized to your culture and brand, sized to your business needs, offered on a comprehensive or unbundled basis, and with no conflicts of interest. 

Working with CMC will instantly deepen your OAIM expertise and capability by providing you with access to a deep knowledge pool and credentialed personnel and allowing you to leverage our substantial technology set, without having to license expensive software. We invite you to talk with us about how we can help you enable and realize your vision.  

Respectfully,

   
Barry K. Mendelson, CIMA
Managing Partner