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PLATFORMSERVICES

Advisor Resources  |  2020

We’re here to help you simplify the way your practice engages technology, compliance, and marketing, to give you the support you need. Are you ready to grow on your own terms?

Portfolio Management

We cultivate a disciplined investment philosophy and only utilize dynamic investment models and theories. Our system is backed by scientifically validated principles and processes giving our portfolio management system the edge necessary to consistently deliver strong risk adjusted returns and outperform of our competitors.  

Highlights

  • Portfolio Management / Optimization

  • Risk Mitigation & Diversification Strategies

  • Due Diligence, Research & Analytics

  • Financial Planning Software

Business Developmemt

We cultivate a disciplined investment philosophy and only utilize dynamic investment models and theories. Our system is backed by scientifically validated principles and processes giving our portfolio management system the edge necessary to consistently deliver strong risk-adjusted returns and outperform of our competitors.  

Highlights

  • Complete Branding & Professional Promotion

  • Web / Digital Design & Content Development

  • Thought Leadership & Growth Management

  • Client Referral Programs & Network Development

Practice Management

We employ a disciplined investment philosophy backed by scientifically validated principles and processes. Through our financial planning, legal, estate, and tax services we also help you view your clients' portfolio in a holistic view as it relates to their financial goals.

Highlights

  • State-of-the-Art Software Systems

  • Operational & Administrative Support Resources

  • Relationship Management & Monitoring

  • HR, Accounting, & Payroll Resources

  • Continuing Education & Team Training 

Research & Due Diligence

Due diligence is one of the most vital components of valuing and finalizing an investment. It presents a comprehensive look at potential investments. The final product of due diligence is a thorough report that summarizes the process and supplements the decision-making.

Highlights

  • State-of-the-Art Software Systems

  • Operational & Administrative Support Resources

  • Relationship Management & Monitoring

  • HR, Accounting, & Payroll Resources

  • Continuing Education & Team Training 

Comments...Questions?

Cali

California Office

30700 Russell Ranch Road, Suite 250
Westlake Village, CA 91362

Office: (747) 220-6700

Missouri Office - HQ

410 Sovereign Court, Suite 14
Manchester, MO 63011

Office: (636) 207-5830

CMSIX

Direct Office: (949) 880-9200

NOT AN OFFER TO SELL SECURITIES The material in this Web site does not constitute an offer to sell, nor a solicitation of an offer to buy the securities described herein. Such an offering is made only by means of a prospectus. The prospectus must be read in order to understand fully all the implications and risks of any offering of securities to which it relates. A copy of the prospectus must be made available to you in connection with an offering. Neither the Securities and Exchange Commission, the attorney General of the state of New York nor any other state securities regulator has approved or disapproved of these securities or determined the prospectus is truthful or complete. Any representation to the contrary is a criminal offense. Investing involves a high degree of risk and there is no assurance that investment objectives of these programs will be met. Refer to the prospectus for suitability standards in your state. Please contact your Financial Advisor for more Information.

©2020 Capital Management Services, Inc.