The CMC group of companies is committed to optimizing the potential value of client resources.  Pimary 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. 

Specific proven analytical and evaluation processes are in place for each primary client group.  Without a specific understanding of client requirements and objectives along with a method to manage progress, success would be a matter of luck.

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, CMC Capital (CMCC), the investment management arm of CMAI, 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.

Ficast Corporation, an SEC registered investment advisor, provides analytical services only in the form of financial forecast and asset allocation modeling to individuals, beneficiaries, trustees and other professional service providers.  Ficast also provides a web-based platform for managing business activity in the financial services industry.