SDR Ventures Becomes Official Investment Banking Partner of Capital Market Consultants, Inc.
SDR Ventures is pleased to announce that it has become the Official Investment Banking Partner of Capital Market Consultants, Inc. (CMC), a leading provider of Outsourced Chief Investment Officer (OCIO) services dedicated exclusively to serving wealth managers and their needs for documented fiduciary support expertise. It is our common goal to support and empower business owners and their most trusted advisors regarding M&A, banking, and investment advisory services.
About Capital Market Consultants
Founded in 2002 and located in Milwaukee, WI, Capital Market Consultants serves a broad range of institutional wealth management organizations throughout the United States. Personalized service delivered by experienced, skilled and credentialed professionals define CMC’s consultative approach to client relationships.
Capital Market Consultants is privately owned with the mandate to provide independent, impartial and thoughtful recommendations to its clients. These attributes are at the heart of what CMC has always represented to its national clientele in the banking, RIA, trust and broker-dealer industries.
CMC offers a wide array of services including Asset Allocation, Portfolio Construction, Model Portfolio Development & Management, Investment Manager Research, Client Communications and Economic & Market Analysis.