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ClaimOutsourced Chief Investment Officer Services
CMC serves intermediaries that outsource selected research-related investment program functions sometimes referred to as an "outsourced CIO". This enhances their service to clients, saves time and money, differentiates their offering while allowing them to document a thorough execution of their fiduciary responsibilities. Our clients include banks, trust companies, wealth management firms, broker-dealers, accounting firms, law firms, insurance companies, and family offices.
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Min project size
Undisclosed
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Hourly rate
Undisclosed
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Employees
10 - 49
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Locations
Milwaukee, WI
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Year founded
Founded 2002
1 Locations
- Milwaukee , WI
Service Lines
- Business Consulting
- 100%
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