Capital Market Consultants provides investment, economic, and business consulting services primarily to financial intermediaries such as banks, wealth management firms, financial planning firms, and trust companies. Capital Market Consultants helps clients design and manage open architecture investment programs, perform investment manager searches, and conduct ongoing due diligence on mutual funds, exchange-traded funds, and alternative investments. Additionally, Capital Market Consultants offers business consulting to help firms structure investment programs, train advisors, and improve marketing practices. The firm also assists with asset allocation methods, model portfolio development, and publishes economic commentaries and market research. Capital Market Consultants does not directly manage accounts or provide individual investment management services to retail investors, focusing instead on institutional and B2B consulting.
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.