Why is CMA a better option for us than dealing with commission-based insurance agents and brokers? Or doing-it-yourself (DIY)?
- Individualized portfolio management matched to specific investor needs and risk tolerances.
- Avoid conflicts of interest from brokerage and insurance salespeople.
- Unique investment strategies including use of income-producing stock options.
- Work with an experienced, trusted partner who can guide you through market volatility.
- Personalized attention and direct communication with portfolio manager.
- Portfolios managed to minimize taxes.