Confidential Management Advisors
- About CMAI
- CMAI Form CRS (pdf)
- CMAI ADV Brochure (pdf)
- Code of Ethics
- Disclosures (pdf)
- More Information /
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Confidential Management Advisors, Inc.
Confidential Management Advisors, Inc. (CMAI) has developed a proprietary set of
investment management principles which we believe is the key to capturing
investment returns as they become available over time. These principles cover
three issues; investment selection, investment diversification and management
discipline diversification.
CMAI provides proprietary analytical and evaluation services to clients of the CMC group. CMAI acts as a fiduciary and places the interests of its clients first and foremost.
CMAI provides proprietary analytical and evaluation services to clients of the CMC group. CMAI acts as a fiduciary and places the interests of its clients first and foremost.
CMAI was incorporated as an SEC registered investment adviser in 1988 under the
name of "Confidential Management Planning Services".
CMAI is a Registered Investment Adviser and conducts business in accordance with the requirements of the Investment Advisers Act of 1940 and the rules the Securities Exchange Commission (SEC) has adopted under the Advisers Act.
CMAI is a Registered Investment Adviser and conducts business in accordance with the requirements of the Investment Advisers Act of 1940 and the rules the Securities Exchange Commission (SEC) has adopted under the Advisers Act.