Finance Articles

Capital Market Consultants, LLC Selected to Provide Informa Investment Solutions Wealth Management Clients with Investment Management Advice Content

Milwaukee, WI (PRWEB) May 21, 2007 -- Capital Market Consultants, LLC, the market leader in custom Open Architecture Investment Management (OAIM) research, platforms, content and solutions for financial intermediaries and RIA's focused on the High Net-Worth space, has been selected by Informa Investment Solutions (IIS) to provide their wealth management clients with open architecture investment management advice content.

IIS's AdvisorDecide and M-Pact are both workflow solutions that enable users to prepare investment proposals based on clients' risk tolerance, investment objectives, cash flow needs, time horizon and other considerations. Investment Advisors typically use these tools in combination with their own research content which they either generate in-house or source through third party providers. The inclusion of the CMC's advice content within AdvisorDecide and M-Pact will make IIS a single-source provider of integrated wealth management solutions for its clients, thus eliminating the need for third party providers.

The advice content will be provided in the form of an optional module with IIS's wealth management brands, AdvisorDecide and M-Pact. It will include: capital market assumptions (CMAs) updated quarterly and refreshed in both AdvisorDecide and M-Pact, client profiling including profiling factors and a risk tolerance questionnaire, model portfolios that are diversified in terms of asset class and style, and an Investment Policy Statement customized to each client profiled.

"We are pleased to announce that Capital Markets Consultants will be providing their capital markets advice content for our wealth management programs", said Brian Fallon, Senior Vice President of Wealth Management Solutions at IIS. "CMC was chosen for their expertise and they will provide a valuable contribution thus making our solutions even more powerful".

"Informa Investment Solutions is a leader in the investment and wealth management space, their integrated solutions are among the best in the business, and they had a very wide range of partners to choose from. We are very pleased to have been selected by IIS to provide OAIM advice content for their AdvisorDecide and M-Pact solutions", said John Erard, head of distribution at CMC.

According to Barry Mendelson, Managing Director and Founder of CMC, "Open architecture solutions are the new standard of practice. For IIS to have selected CMC's OAIM research shows their clear understanding of the needs of advisors and wealth management firms and clearly demonstrates their commitment to incorporating superior OAIM research content into those solutions."

About Capital Market Consultants, LLC

Capital Market Consultants, LLC is the portal to custom Open Architecture Investment Management (OAIM) research, platforms, content and solutions for RIA's and financial intermediaries focused on the High Net Worth market and investor.

Nearly fifty years of OAIM experience and one-hundred years of High Net Worth experience combined with a unique set of team skills and resources make CMC the partner of choice for financial intermediaries in the High Net-Worth space looking to grow their fee-based revenues by building or retrofitting their proprietary investment platforms.

Capital Market Consultants, LLC has offices in Chicago, IL and Milwaukee, WI. For more on Capital Market Consultants, please visit the CMC Web page at http://www.cmarkc.com.

About Informa Investment Solutions, Inc.

Headquartered in White Plains (NY), Informa Investment Solutions has been providing a broad array of products and services to thousands of investment and wealth management professionals for over 30 years. The company's products include investment manager search and evaluation databases and systems, performance measurement and client reporting applications and services, and enterprise solutions to assist investment professionals in financial planning, managing assets and communicating with clients.

Informa Investment Solutions, a wholly owned subsidiary of Informa Financial Information, operates from several offices nationwide, including White Plains, New York and Durham, North Carolina.

For more information regarding Informa Investment Solutions, please visit www.informais.com.

For further information please contact:
John E. Erard
Partner, Distribution
Capital Market Consultants
Phone: (847) 242-9227
Fax: 414-727-7991

Brian Fallon
SVP, Wealth Management Solutions
Informa Investment Solutions, Inc.
Phone: (914) 509-1586
Fax: (914) 509-1686

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