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Outsourced Chief Investment Officer Services

Capital Market Consultants, Inc. is a research consulting firm exclusively serving the outsourced Chief Investment Officer (OCIO) needs of financial advisors. Our clients outsource various Chief Investment Officer services to us in order to speed the development of their investment advisory offering, enhance the consistency of documenting their ongoing fiduciary service (to comply with regulatory requirements) and to improve the quality of their investment decision making. We offer high quality, customizable, repeatable services at a fraction of the overall cost of self-manufacturing. We combine decades of experience with a unique set of skills and resources to deliver practical business solutions. Each CMC client receives personal attention and a service arrangement customized for their business.

Our business-to-business service arrangements are determined by the needs of our clients and can include:


For more information or to discuss your business needs contact:
Barry Mendelson-CEO
414-727-7995

barry@cmarkc.com

 

Overview of Outsourced Chief Investment Officer Services for Wealth Managers--audio video replay(6 minutes)

 

For money managers interested in contacting CMC about their strategies, please contact:

investmentmanagerresearch@cmarkc.com

 

 

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