Why Hire An Advisor

There are many reasons for considering a professional firm to assist you in forming realistic financial goals, managing your investments and planning for a comfortable retirement. Over the years, we have discovered the following primary reasons clients have utilized the services of Capital Management Advisors:

Communication – At CMA you interact directly with your portfolio management team.  Unlike a product salesman who sells you into a managed product, CMA directly manages client portfolios.  It is important for us to understand your circumstances, hopes, goals and circumstances; therefore, when you call us, you actually get to speak with those making the investment choices for your portfolio.

Monitoring the Financial Climate – Proper management of an investment program takes extensive time and commitment and our investment professionals dedicate every working day to the monitoring of market trends, affect of national and international current events, strengths of market segments, upcoming regulations which might sway the market and all kinds of indicators that we deem important.

Research and Analysis Expertise – Although the Internet has made access to information about companies more readily available, the real information upon which investment decisions should be based must still be obtained through direct contact with companies, extensive research, and skilled analysis. Once news about a company has reached the media, to experienced investment analysts it is usually “old news.”

Personal Financial Services – At CMA, we maintain close personal relationships with each client. We understand the stepping stones along the pathway to financial security and help with a broad range of financial matters including overall coordination of your retirement and investment planning and management.  We know that we don’t have all the answers for your life and over the years have encouraged clients to look at other aspects of life planning

Knowing Who to Trust – CMA has a vigorous compliance culture and a comprehensive compliance program. We take great care in implementing practices that reduce risks for our clients and strive to maintain transparency and oversight without conflicts of interest. CMA does not custodian any client assets, nor do we have any commission-based services. Our fee-based services are calculated on a percentage of assets under management and are mutually beneficial; therefore, we have a vested interest in increasing your assets.

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