INVESTMENT PROCESS
A Solid Foundation
for Long Term
Success
At Capital Market Advisors, our investment process is designed to provide a solid foundation for long-term success. We use a disciplined team-based approach to build and manage diversified portfolios that are aligned with the objectives of our clients.
Our Investment Committee brings together specialized teams whose collaboration ensures that portfolio design and outcomes consistently reflect client expectations:
Defines the optimal asset mix and sets strategic targets for investment objectives.
Asset Allocation Team
Establishes long-term ranges of exposure across asset classes and tactically adjusts targets based on current market and economic conditions.
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Equity Team
Builds and oversees concentrated, low-turnover equity portfolios supported by rigorous research and disciplined analysis.
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Fixed Income Team
Designs diversified, high-quality fixed income allocations focused on generating reliable income and maintaining liquidity.
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Manager & Fund Research Team
Conducts thorough due diligence to evaluate and select managers and funds, ensuring fiduciary quality, consistency, and alignment with client needs.
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