CMC was the first Outsourced Chief Investment Officer provider in the U.S. dedicated exclusively to serving advisers and their need for documented investment management fiduciary support expertise. Founded in 2002 and located in Milwaukee, WI, we serve a broad range of institutional wealth management organizations throughout the U.S. including Registered Investment Advisers, Community and Regional Banks, Trust Companies, Multi-Family Offices, Accounting, Legal, and Insurance Firm-based Wealth Management Businesses. Our practice has been built from referrals and introductions given by people who know us first-hand. Personalized service delivered by experienced, skilled, and credentialed professionals define our consultative approach to client relationships.