Meeting Archive:
CMC eCIO - A la Carte Research Services for Wealth Managers


Meeting Description:

LAST CHANCE TO REGISTER FOR YOUR SPOT ! 

 

With massive changes underway in the outsourced Chief Investment Officer industry, there is still one truly independent firm in the market, Capital Market Consultants, Inc. (www.cmarkc.com) with over a decade of experience serving wealth managers. Founded in 2002 the firm has grown by word of mouth to enjoy a national presence with advisors. Our professional consumers include banks, multi-family offices, broker dealers, registered investment advisors and consultants. Perhaps now is the time for your firm to get better acquainted with CMC services and what we can do for you at very competitive prices.

 

You are invited to a brief overview of CMC's new a la carte research services covering CMC's highly regarded economic, market and investment manager research. For those interested in more information can arrange for an online personal tour of the available deliverables.

 

This call with be hosted by Barry K. Mendelson, CIMA CMC's founder. If you cannot make this time or would like to arrange for a private overview please contact Barry K. Mendelson, CIMA at barry@cmarkc.com or 414-727-7995 or Alex Powell at alex@cmarkc.com or 414-727-7999. 
 
We look forward to your participation and speaking with you personally.
Details
Date: Wed, Mar 9, 2016
Time: 10:30 AM CST
Duration: 30 minutes
Host(s): Barry Mendelson
 Presenter Information
Barry Mendelson
Speaker Photo

Barry is responsible for leading Capital Market Consultants, guiding its direction, and developing and managing the implementation of CMC's business strategy. Barry is also directly involved on a day-to-day basis in most aspects of CMC's business.

Barry has worked in the financial services industry for over thirty-four years. He brings a wealth of practical management, business building, teaching and investment management consulting experiences to client engagements. He has spoken frequently at industry events over the years on subjects ranging from investment analysis, client profiling, money manager style analysis, investment consulting, advisor training and other topics. He is the author or co-author of a number of articles on various aspects of the practice of investment management consulting.