Capital Market Consultants, Inc.

Milwaukee, United States

Supporting Wealth Managers with Investment Expertise

Capital Market Consultants, Inc. provides outsourced chief investment officer support to wealth managers. Founded in 2002, they serve a broad range of institutional clients across the US. Their consultative approach emphasizes personalized service and credentialed professionals. This results in documented investment management fiduciary support expertise for advisers. Services include asset allocation, portfolio construction, model portfolio development and management, investment manager research, client communications, economic and market analysis. Comprehensive or a la carte arrangements are available. With a focus on independence and impartiality, CMC provides thoughtful recommendations to national clients.

Capital Market Consultants, Inc. worked with

Registered Investment Advisers

Community and Regional Banks

Trust Companies

Multi-Family Offices

Accounting

Legal

Insurance Firm-based Wealth Management Businesses

Team Size

2 - 10 people

Hourly Rate

Daily Rate

Minimum Project Budget

Industry Experience

20+ years

Timezones

Languages

English

Head Office

Milwaukee, United States

Website

cmarkc.com

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