AMS and Capital Market Consultants Introduces Roster of Global Composite Strategies Available Through Wealth Advisor Platform
AMS Advisors LLC (AMS) and Capital Market Consultants, LLC (CMC) announced today that they have introduced a roster of nine unified managed account composite portfolios available to advisors through Adhesion Wealth Advisor platform.
Milwaukee and Austin (PRWEB) November 15, 2008 -- Capital Market Consultants, LLC (CMC) and AMS Advisors announced today that they have introduced a roster of nine unified managed account composite portfolios available to advisors through Adhesion Wealth Advisor platform. Known as the 'AMS Capital Account Global Composites', the roster of portfolios includes (please visit http://www.amsadvisorsllc.com to see strategy summaries):
| | - AMS Capital Account Global Appreciation
- AMS Capital Account Global Growth and Tax-Exempt
- AMS Capital Account Global Growth Taxable
- AMS Capital Account Global Balanced Tax-Exempt
- AMS Capital Account Global Balanced Taxable
- Capital Account Conservative Growth Tax Exempt
- Capital Account Conservative Growth Taxable
- AMS Capital Account Capital Preservation Tax-Exempt
- AMS Capital Account Capital Preservation Taxable
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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. Pre-packaged AMS Capital Account composite strategies allow advisors to eliminate that time and expense by leveraging the investment manager research and portfolio construction expertise of CMC. The AMS Capital Account 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 l Composites, please contact AMS Advisors at 512-906-0175 or visit our website http://www.AMSAdvisorsllc.com
"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 Wealth Advisor 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."
"We believe that offering advisors unique manager choices is important in today's market place" said Richard A. Schilffarth Jr., Chairman and CEO of AMS Advisors. "We founded AMS on the belief that Advisors needed unique and different manager choices to help them stand out in the crowd. Adding CMC's custom designed models allows us to offer a package of custom solutions in an easy to follow package."
About AMS Advisors LLC and Capital Market Consultants, LLC
AMS Advisors, the Premier provider of Investment Management Solutions to the Financial Intermediary Marketplace was founded to bring outstanding and undiscovered managers to the marketplace. With combined 150 years of experience in building and managing investment platforms, AMS has combined with CMC, the leader in developing custom managed money business solutions for financial service organizations and intermediaries to provide turn key solutions for advisors.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 AMS Advisors contact Rick Schilffarth at 512-906-0175 or Bill Hoover at 561-282-9001 or contact info @ AMSAdvisorsllc.com For CMC, please contact Barry Mendelson at 414.272-7990 or barry @ cmarkc.com.
About Adhesion Wealth Advisors
Adhesion Wealth Advisors 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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