1. Capital Market Consultants
222 east erie street Milwaukee, wisConsin 53202
www.CMarkC.CoM 414-727-7990
Building Business Together
Investment Program exPertIse about us
Investment Manager, Mutual Fund and About Us
Alternatives Research Founded in 2002 and located in Milwaukee,
we serve a broad range of clients
• transparent, documented process throughout the United States. Flexibility and
• Initial roster evaluation choice define our consultative approach.
• In-depth manager searches
• Ongoing due diligence, including detailed research Mission
reports, quarterly updates, and on-site manager visits Our mission is to advance the financial
• Advanced analytics: in-depth style analysis and well-being of investors and to make it
performance attribution possible for those financial intermediaries
• Fact sheets, style maps, scorecards, multi-product with whom we work to be the investment
portfolio structuring and client presentation materials provider of choice in their local markets.
Economic Consulting Clients
CMC serves various intermediaries that
• Timely written updates on key developments outsource key investment program
• Quarterly newsletter (licensed for private-label use) functions. This enhances their service
• Conference calls to clients, differentiates them and
• Client Presentations documents thorough execution of fiduciary
responsibilities. Our clients include banks,
Portfolio Modeling & Client Profiling trust companies, wealth management firms,
broker-dealers, accounting firms, law firms,
• Investment program consulting insurance companies, and family offices.
• Client questionnaires and scoring systems
• Asset allocation Team
• Portfolio modeling CMC employs nine associates. Our
• Capital market assumptions credentialed staff has over 100 years of
• Client education combined investment experience.
Unified Managed Accounts (UMA) Independent and Impartial
The freedom to provide impartial,
A UMA is a technology-enabled client account in which independent and objective advice
separate accounts, mutual funds, ETFs, and other securities is fundamental to who we are as an
can be pooled to achieve simplicity, cost savings, and organization. We are not affiliated with
portfolio objectives. any investment management firm nor do
we receive compensation from any such
• Institutional-quality managers at modest account
organization for recommending their
minimums
investment strategies. CMC is privately held.
• Customizable, tailored to each client
• Centralized asset location and simplified client reporting
• Prepackaged model portfolios available For more information contact Barry Mendelson
• Can serve as active overlay manager at 414-727-7995 or barry@cmarkc.com.