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Asset Management

Our asset management services evolved from market demands for our research work but on a more structured basis while maintaining customization.  These firm specific programs receive investor communications, asset allocation guidance, a set of researched investment strategy choices, tactical allocation, model performance reporting and ample advisor contact. We also provide in these programs a complete suite of economic and market investor communications which our clients can privately label.

Asset Management Overview

Call or contact a CMC advisor consultant to discuss your needs and more.

 

Barry Mendelson, CIMA

414-727-7995

barry@cmarkc.com

 


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