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Capital Market Consultants, LLC Selected by Subsidiary of Top 50 US Bank Holding Company for Separate Account and Mutual Fund Investment Research Capital Market Consultants, LLC, the market leader in custom Open Architecture Investment Management (OAIM) research, platforms, content and solutions for Trust and Wealth Management firms focused on the High Net-Worth space, has been hired by Citizens Bank Wealth Management (N.A.), a subsidiary of Citizens Republic Bank of Flint, MI, the 45th largest bank holding company in the United States for Separate Account and Mutual Fund Investment Research. Publicly held Citizens Republic Bank (CRBC - NASDAQ), founded in 1871, has over $3 billion dollars in trust and investment assets with over 320 service locations in Michigan and Wisconsin. Milwaukee, WI (PRWEB) June 4, 2007 -- Capital Market Consultants, LLC, the market leader in custom Open Architecture Investment Management (OAIM) research, platforms, content and solutions for Trust and Wealth Management firms focused on the High Net-Worth space, has been hired by Citizens Bank Wealth Management (N.A.), a subsidiary of Citizens Republic Bank of Flint, MI the 45th largest bank holding company in the United States for Separate Account and Mutual Fund Investment Research. Publicly held Citizens Republic Bank (CRBC - NASDAQ), founded in 1871, has over $3 billion dollars in trust and investment assets with over 320 service locations in Michigan and Wisconsin.
Mark Bucciere, Citizens Senior Vice President and CFP, said, "After years of using packaged turnkey platform solutions we reached the point where we wanted to develop and maintain a proprietary open architecture wealth management platform that reflected our philosophy and delivered the client experience we felt our clients deserve. We also felt a strong need to differentiate our services against our bank and non-bank competitors."
"We determined to work with an outsourced partner with whom we could collaborate to accomplish our goals. As a result of their OAIM specialization and customized solutions our internal due diligence search process led us to CMC. We rely on CMC's analytical resources and experienced research personnel to compliment our own internal skills and resources. As a result, we now have a high level of confidence that our combined effort is delivering the investment and client experience we want to deliver to our clients. CMC is exactly what we needed in a business partner and they have delivered for us," said Bucciere.
Barry Mendelson, Founder and Managing Partner of Capital Market Consultants, said, "We are very pleased to have been selected by Citizens Wealth Management for this key component of their investment platform. What separates Citizens from other banks and financial services firms in the area of wealth management is their total commitment to open architecture combined with their insistence on superior investment manager research."
"They offer a broad range of non-proprietary investment management solutions selected to meet the specific needs and long-term goals of their clients and their entire wealth management team is firmly committed to the philosophy of delivering unbiased, objective advice. Their clients know the investment vehicles their advisor recommends are well researched and in their best interest," Mendelson added.
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