Capital Market Consultants Expands Roster of Global Composite Strategies Available Through WealthADV Platform
Capital Market Consultants, LLC (CMC) announced today that it has expanded to a roster of seven unified managed account composite portfolios available to advisors through Adhesion Technologies' WealthADV platform.
Milwaukee (PRWEB) February 28, 2008 -- Capital Market Consultants, LLC (CMC) announced today that it has expanded to a roster of seven unified managed account composite portfolios available to advisors through Adhesion Technologies' WealthADV platform. Known as the 'CMC-WealthADV Global Composites', the roster of portfolios includes (please visit http://www.cmarkc.com/adhesion/index.php to see strategy summaries):
| | - CMC-WealthADV Global Appreciation
- CMC-WealthADV Global Growth and Tax-Exempt Income
- CMC-WealthADV Global Growth and Income
- CMC-WealthADV Global Conservative Growth Tax-Exempt
- CMC-WealthADV Global Conservative Growth
- CMC-WealthADV Global Balanced Tax-Exempt
- CMC-WealthADV Global Balanced
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According to Barry K. Mendelson, CIMA and Managing Partner of CMC, "Advisors expend significant time and expense, as part of their fiduciary duty, ensuring access to high quality manager choices necessary for making prudent portfolio decisions. Alternatively, the pre-packaged CMC-WealthADV composite strategies allow advisors to eliminate that time and expense by leveraging the investment manager research and portfolio construction expertise of CMC. The CMC-WealthADV Global Composites implement custom combinations of select money managers who are leaders in their respective sectors of domestic equity, international securities and investment grade fixed income. We select these managers as part of our core research and ongoing due diligence practice and then create optimal blends suitable for most client objectives and risk profiles."
For a more detailed explanation of CMC's methodology for constructing the CMC-WealthADV Global Composites, please see http://www.cmarkc.com/adhesion/modeling_process.pdf.
"Pre-built composite portfolios make it much easier for advisors to implement asset allocation strategies for clients," said Michael Stier, President of Adhesion Technologies. "With the WealthADV UMA platform advisors deliver distinctive, personalized investment management for their clients. By leveraging CMC's expertise in manager selection and composite construction advisors greatly simplify implementation while enhancing value and prestige delivered to clients."
About Capital Market Consultants, LLC
CMC is the leader in developing custom managed money business solutions for financial service organizations and intermediaries. With nearly fifty years of managed money experience, 100 combined years of high net worth investor experience, and a unique set of team skills, credentialed staff and resources CMC is the partner of choice for firms and advisors striving to grow their third party investment management business. For further information regarding the CMC-WealthADV Global Composites, please contact Barry Mendelson at 414.272-7990 or barry@cmarkc.com.
About Adhesion Technologies
WealthADV is a comprehensive Managed Investing service, delivering the complete client reporting, back office and managed account solutions RIAs need for growing successful practices. For more information regarding WealthADV please visit with us at www.WealthADV.com, or contact Rich Conley at rich.conley@wealthadv.com or 888.295.8351.
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