What are the main benefits to us by having CMA manage our investments?
- Individualized portfolio management of stocks, bonds, options and/or balanced accounts.
- Portfolios designed and managed for the unique financial goals and risk preferences of each client.
- Independent analysis of potential investments.
- Unique investment strategies including use of income-producing stock options.
- Access to unique securities and better trade execution due to CMA’s leverage with broker dealers.
- Portfolios can managed to minimize taxes.