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.