CoreStates Capital Advisors, LLC Hires Capital Market Consultants, LLC To Build Custom Investment Platform
Capital Market Consultants, LLC, the market leader in custom Open Architecture Investment Management (OAIM) research, platforms, content and solutions for RIA's and financial intermediaries focused on the High Net-Worth space, has been selected to provide investment research and manager due-diligence for CoreStates Capital Advisors, LLC, a fee-based R.I.A. located in Newtown, PA.
Milwaukee (PRWEB) January 12, 2007 -- Capital Market Consultants, LLC, the market leader in custom Open Architecture Investment Management (OAIM) research, platforms, content and solutions for RIA's and financial intermediaries focused on the High Net-Worth space, has been selected to provide investment research and manager due-diligence for CoreStates Capital Advisors, LLC, a fee-based R.I.A. located in Newtown, PA.
According to William Spiropoulos, President of CoreStates, "When we made the decision to break-away from the wirehouse confines to start our own firm we wanted to offer our clients objective, independent and unbiased advice. We developed a great business model to leverage our strengths which necessitated outsourcing other parts of the investment platform to full-time experts. That required an experienced and skilled managed money consulting and investment research resource like the one we were leaving behind at the wirehouse."
"A major R.I.A. custodian referred us to Capital Market Consultants. It turned out that CMC's institutional-level analytical capabilities combined with their deep understanding of the High Net-Worth space and custom approach adapted to our needs was exactly what we wanted in that partner. CMC is enabling us to build an investment platform that reflects our vision. As important, we are confident that CMC can grow with us and support our client's future needs as they evolve."
"Working with CoreStates has been just great and a lot of fun", said Barry Mendelson, CIMA Managing Partner of CMC, "they are smart, client-focused, and entrepreneurial and have a clear vision of the investment experience they want to deliver to their clientele. While providing investment platform research and solutions to R.I.A.'s is a core business of ours, every R.I.A.'s vision is different. CoreStates needed a research partner that could and would help them turn their investment platform vision into reality. Over the past few months we have worked with Bill and his associates to build a platform that reflects their unique vision and will enable them to deliver sophisticated, unbiased and highly customized investment services. That is what we do."
About CoreStates Capital Advisors, LLC
CoreStates Capital Advisors, LLC is an independent wealth management firm providing portfolio management and consulting services to affluent individuals and selected institutions. It is a Registered Investment Advisor headquartered in Newtown, Pennsylvania.
About Capital Market Consultants, LLC
Capital Market Consultants, LLC is the portal to custom Open Architecture Investment Management (OAIM) research, platforms, content and solutions for R.I.A.'s and financial intermediaries focused on the High Net Worth market and investor.
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 and enables intermediaries to differentiate themselves in an increasingly competitive marketplace.
Nearly fifty years of OAIM experience and one-hundred years of High Net Worth experience combined with a unique set of team skills and resources make CMC the partner of choice for financial intermediaries in the High Net-Worth space looking to grow their fee-based revenues by building or retrofitting their proprietary investment platforms.
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