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Research Consulting Services |
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Capital Market Consultants, LLC is the leading business consulting
and investment advisory firm providing customized open
architecture investment management (OAIM1) business solutions
for wealth managers and financial institutions. We work with
developing and mature organizations and senior RIA practices to
grow their OAIM investment businesses. Our outsourced services
can be comprehensive and include assisting in the development of complete open architecture investment advisory programs (e.g.
wrap, fund or UMA) or smaller, more defined business solutions like
ongoing investment manager/mutual fund research, developing
client proposal systems and private labeled economic and market
research.
When clients engage us they can focus on what they do best to
grow their business: gather assets, develop financial plans and
manage client relationships. Our business model is to work for
clients as if we are an extension of their staff. We encourage
prospective clients to speak directly with our research clients for
their first hand experience.
Our research coverage includes a robust list of SMA, mutual fund,
exchange traded fund and collective trusts investment strategies.
Clients seek our research on existing product rosters while others
ask us to develop a roster from scratch. We are continuously
looking to add investment strategies to our list of recommendations
for depth, breadth and new client applications. To our knowledge
we are the only firm in the US regularly providing their clients a
comprehensive and ongoing written due diligence record. This
record is used for insightful decision making but also to establish a
written history of fiduciary oversight.
Your managed product(s) may have application across multiple
distribution channels in a variety of industries we work with
including:
• Banking and Trust
• RIA/Wealth Manager
• Brokerage
• Insurance
• Multi-Family Office
• Legal
As you can well understand, the back office and operational issues
of our clients can vary; some clients have wrap programs and
are self-clearing while others custody and clear through a third
party (e.g. Fidelity, T.D. Ameritrade, Schwab, Metavante, Northern
Trust, etc.). Each distribution opportunity is likely to be somewhat
different and should be evaluated on its merits for your firm.
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