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.