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About Us

Founded in 2002 and located in Milwaukee, we serve a broad range of institutional clients throughout the United States. Flexibility, choice and superior service define our consultative approach to client relationships.


Our mission is to advance the financial well being of investors and to make it possible for our clients to be the investment provider of choice in their local markets.


CMC serves intermediaries that outsource selected research related investment program functions sometimes referred to as an "outsourced CIO". This enhances their service to clients, saves time and money, differentiates their offering while allowing them to document a thorough execution of their fiduciary responsibilities. Our clients include banks, trust companies, wealth management firms, broker-dealers, accounting firms, law firms, insurance companies and family offices.


CMC employs nine associates. Our credentialed staff has nearly a 100 years of combined investment experience.

Independent and Impartial

We are not affiliated with any investment management firm, nor do we receive compensation from any such organization for recommending their investment strategies. CMC is privately held and employee-owned. The freedom to provide impartial, independent and objective advice is at the heart of who we are as an organization.

For more information or to discuss your business needs contact:

Barry Mendelson, CIMA



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