A MARKET LEADING Client focused model
for individuals and institutions.
We serve as our client's financial firm and have a global perspective - operate independently, focus on comprehensive financial advisory solutions for the benefit of clients. We offer the strategy of solutions to our clients.
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A leading provider of financial, asset, investment and risk management strategies located in Short Hills, NJ. Capital Markets Advisory offers financial resources that span the spectrum of what is custom to meet clients objectives and goals.
WE ARE Registered Investment AdvisoRs
news & eVENTS
Autumn 2010
Summer 2010oUR SERVICES
The Capital Markets Advisory client relationship is focused on an active pursuit of absolute (real return) versus relative return to markets. We firmly believe our WE includes the Client, whether an individual, business or institution. The engagement with Capital Markets Advisory is about transparent financial options in an open architecture. The advisory relationship is endless and constantly evolving.
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THe Four P's
Our team at Capital Market Advisory provides the four Ps:
- Privacy - Everything we do is in complete confidentiality
- Privilege - Commitment to accessing exceptional opportunities
- Personal - Customized to you or your business
- Performance - We have only a commitment/obligation to seek return for clients
We create asset allocation policy rules...
Do you know what your threshhold for risk/reward is?
THe Role of Fiduciary
“Plan sponsors retaining RIAs utilize a fiduciary model for their clients and thus have a legal obligation to put their client’s interests first—a stark contrast to the traditional commission-based brokerage model. Providing an investment consulting service to clients acting as a fiduciary is dramatically different from services provided by sales people following a lower standard of care. Plan sponsors should consider retaining RIAs to take advantage of this fiduciary approach to service with high independence from product manufacturers and captive or proprietary fund offerings.”
Quoted from: “ERISA Fiduciary Responsibilities and Registered Investment Advisors”
By Sheldon M. Geller as published in The CPA Journal Online - JANUARY 2007
