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All Press Releases for February 13, 2006 Subscribe to this News Feed    
 

Leading Financial Consultants Team Up for Financial Education Series

Steve Winks of Senior Consultant and Capital Market Consultants, LLC have agreed to launch a new market commentary series for financial advisors featuring financial research charts from their CMC EResearch™ on-line research product.

Milwaukee, WI (PRWEB) February 13, 2006 -- Steve Winks of Senior Consultant and Capital Market Consultants, LLC have agreed to launch a new market commentary series featuring Capital Market Consultants, LLC financial research charts.

Starting with the January 2006 issue, Capital Market Consultants, LLC will provide readers with selected monthly updates in chart and table form from their CMC EResearch™ on-line research product http://www.cmarkc.com/investment/researchupdates.php). The focus of CMC's research observations each month will reflect prevailing market conditions and feature industry trends and commentary.

Steve Winks noted “In order to elevate the role and counsel of the advisor, and for fiduciary counsel to emerge as a profession, it is important that break-through advances in the data, processes, technologies and investment methodologies be embraced for the faster, better, cheaper delivery of financial products and services. Clearly a prudent process is needed in order for an advisor to articulate the full product and service menu of the industry in terms specifically meaningful to each individual investor. CMC is a reliable first user of such break-through innovations, which is a major contribution in an industry that has little institutionalized acknowledgement or support for the advisor fulfilling their fiduciary obligations.”

“Steve and I have known each other for years. I’m glad we finally are getting a chance to work together on a really worthwhile project involving financial education. Our contribution to Senior Consultant will help advisors stay abreast of capital market conditions so they can do a better of job of managing their client relationships,” says Barry Mendelson, CIMA Managing Partner of CMC.

About CMC
Capital Market Consultants, LLC (www.cmarkc.com) is the leader in custom Open Architecture Investment Management (OAIM) business solutions for mid to small-sized financial organizations. OAIM provides investors with a wide range of alternatives in a single investment program; reaching beyond the limitations of a single brand, institution or product type resulting in multi-manager, multi-fund, multi-product investment opportunities.

Capital Market Consultants, LLC develops custom managed money programs as an outsourced developer of managed money business solutions for small to mid sized financial institutions and advisory practices who do not have their own in-house talent or resources. Our services can be offered to provide comprehensive business solutions or unbundled so clients can acquire just the products and services they need to enhance their existing offering. Our business arrangements provide smaller financial organizations and advisors access to powerful resources and experienced staff usually only available at larger firms. This type of strategic partnership enhances their ability to differentiate themselves in an increasingly competitive marketplace.

About Senior Consultant and Society of Fiduciary Advisors
Leading financial services executives and practitioners in the U.S. read Senior Consultant (www.srconsultant.com). The mission of Senior Consultant is to advance and elevate the practice of investment management consulting so that all investors, both institutions and individuals, can gain access to the highest level of professional investment and administrative counsel.

The Society of Fiduciary Advisors is comprised of the industries leading advisors, consultants, investors, banks, trust companies, technical experts and advisor support organizations that support fiduciary counsel. Its mission is to define fiduciary counsel and enabling resources, democratize access to enabling resources and to bring fiduciary counsel within the reach of all. The SFA is a reliable resource for advisors who wish to fulfill their fiduciary obligations, at a time when advisors have few practical resources in support of their acknowledgement of their fiduciary obligations. The SFA has defined fiduciary counsel and its enabling resources making advice scalable and its associated fiduciary liability professionally manageable. The SFA fills the leadership vacuum of the “how to” provide fiduciary counsel.

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CONTACT INFORMATION
Jennifer Arnold
CAPITAL MARKET CONSULTANTS, LLC
414-727-7990
Email us Here
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