CMC is an institutional investment consultant exclusively serving financial intermediaries. Our clients are institutions and wealth management firms that engage us to develop and maintain their high net worth investor best-of-breed investment platform. We combine 30 years of open-architecture program development and management experience with a unique set of professional skills and resources. Each CMC client receives individual services and attention. Our services include:

- Investment Manager, Mutual Fund, Alternatives Research and Due Diligence
- Overlay Portfolio Management (Unified Managed Accounts)
- Investment Program Consulting
- Economic Consulting  
- Portfolio Modeling and Structuring  
- Client Proposal System Development

We actively conduct Investment Manager Searches (separate account, mutual fund, hedge fund of fund and real estate).

To be considered in our manager search process, please contact Peter Speidel at 414-727-7999 or peter@cmarkc.com.