We at Capital Management Advisors have been providing our clients with independent, fee-only asset management for over 20 years.  Our firm was founded on the simple principle that we put each client’s interests first, helping each client to achieve their financial goals.  Since our clients are individuals, businesses and institutions seeking objective advice and a relationship built on trust and integrity, it is our goal to deliver the relationship and trust they seek.  We offer absolutely no proprietary products so our judgment is not clouded by the temptation of commissions.  Since we only increase our bottom line by increasing the bottom line of our clients, we do enjoy the peace of mind and satisfaction which comes from knowing we have delivered an honest effort on behalf of our clients.

At Capital Management Advisors we take pride in our client retention history.  As a testament to our dedication, we enjoy the loyalty of a client base which extends through generations within families.  In striving to provide quality service to our clients, we provide direct access to their investment advisor and a client services staff ready to help them, reflecting our commitment to deliver exceptional service.

OUR PHILOSOPHY

CMA’s primary objective in providing investment advisory services is to ensure the highest quality, most professional and completely independent advice to our clients.

We believe:

• a successful investment advisory firm must employ professionals who posses excellent communication and technical skills. The company is proud of its ability to communicate highly technical concepts to our clients in easy to understand terms;
• successful portfolio management requires a personal, face-to-face relationship with each client. Our professionals and support staff are personable, comfortable to work with and are available and eager to assist our clients;
• we are unique in our ability to successfully communicate with and develop close and long lasting business relationships with our clients.

We credit success and growth to our valued clients. We pride ourselves in our open and honest approach to each client’s investment objectives and we work to service their interest first.

We provide creative, practical investment solutions tailored to the unique financial situation of each client.

Our investment advisory service is client-driven. We understand the investment objectives and risk tolerances of each client and tailor our investment options to meet those goals. We provide high quality, professional, individualized services that result in added value for each and every client.

MISSION STATEMENT

Capital Management Advisor’s mission is to provide superior investment advisory services to our clients through the management of their portfolios. We strive to provide the best possible service to our clients while maintaining high ethical standards. As an investment advisor, CMA serves as a fiduciary and, as such, we owe our undivided loyalty to our clients. We must never allow our interests to be placed above those of our clients.  Experience shows that if we serve our clients well, our own success will follow.