SERVICES
Attract Clients With Tailored Solutions
If you’re looking for new ways to attract clients, look no further. CMA serves trust and wealth management professionals by providing Managed Solutions to compliment our Outsourced Investment Tools. Our team offers a broad range of investment tools designed to fit your clients’ needs and risk tolerance.
AI Enabled Direct Indexing
Direct Indexing (DI) is an investment strategy that involves directly purchasing the components of an index while providing more control, customization, and tax-optimization than using traditional investment vehicles such as mutual funds or ETFs. Direct indexing allows for client selection of investing themes or styles and maximizes tax efficiency.
Fund Allocation Portfolios
Capital Market Advisors Fund Allocation Portfolios (FAP) provide clients with a powerful resource for managing client portfolios. FAP are constructed using a combination of mutual funds and ETFs or entirely of ETFs, dependent upon client circumstances. Broad asset class diversification is obtained through fixed income, equities and alternative investments such as commodities, hedging strategies, real estate and private equity. Additionally, this platform provides access to Capital Market Advisors’ Sustainable Leaders portfolios that cater to specific environmental and social concerns.
Manager Select
Manager Select (MS) is Capital Market Advisors’ separately managed account [SMA] platform for high net worth clients. Through MS, we provide access to professional institutional portfolio managers worldwide. MS portfolios can be custom tailored to meet each client’s objectives. Capital Market Advisors performs the due diligence and maintains a list of recommended managers whose style and portfolio characteristics best fit each client’s objectives. Additionally, Capital Market Advisors maintains a list of recommended managers.