C

Capital Market Consultants, Inc.

Milwaukee, United States of America

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 AdvisersCommunity and Regional BanksTrust CompaniesMulti-Family OfficesAccountingLegalInsurance Firm-based Wealth Management Businesses
Team Size
10+ people
Hourly Rate
Daily Rate
Minimum Budget
Years in Business
23 years of experience
Timezones
Languages
English
Primary Location
Milwaukee, United States of America
Website

Capital Market Consultants, Inc. services and pricing

ServiceMin ProjectHourly Rate
Business ServicesN/AN/A

Locations

AddressCountryActions

222 East Erie, Suite 200, Milwaukee, WI, 53202

Headquarter
🇺🇸 United States of America Get directions

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