The CMC group of companies is committed to optimizing the potential value of client resources.  Primary client groups include high net worth individuals, institutions, trustees and beneficiaries.  Raising the bar on services to these groups requires CMC to have an active presence in several inter-related disciplines. 

CMC provides a comprehensive and flexible universe of   solutions to meet client requirements and objectives.

 Within the CMC group, investment advisory and investment management services are provided by Confidential Management Advisors, Inc. (CMAI), an SEC registered investment advisor, and Confidential Management Financial Services, Inc. (CMFS), a FINRA registered securities broker dealer. CMC also maintains relationships with select third party providers for custodial, investment management and other financial services.