Our Services

The following outlines our services to you, as a valued client of the CM Group:

APPROACH: Each investor has specific investment needs and related financial concerns. Our goal is to understand your needs and help you develop an investment strategy to achieve your goals. We seek to understand your personal situation, including your objectives, timeframe, risk tolerance, and other factors. We consider these factors to be the key determinants of your portfolio's structure. We believe that long-term returns are most consistently achieved through appropriate asset allocation, effective investment selection, and diversification.

FINANCIAL PLANNING: We emphasize the long-term nature of all our client relationships. To make our mutual collaboration as effective as possible, we expect to gain insight into many areas of our client's financial structure. Our concern is to build a strong and steadfast plan customized to each client's needs and to guide it over time toward the accomplishment of financial security and specific investment objectives.

REGULAR CONTACT: We will consult with you when we feel a change is required in your portfolio. We will also contact you periodically to update you on current market conditions. Your annual review allows us to re-confirm your investment objectives and goals, and review your progress. We are always available to meet with you at your convenience to discuss your investment and overall financial situation.

CLEAR REPORTING: On request, we can provide specific reports detailing transactions, current market values, realized gains and losses, and or cash flow projects. Monthly statements (or quarterly if there is no account activity) provide a picture of your entire situation in an easy to understand format.