
Capital Management Associates, Inc. is a Registered Investment Advisor that specializes in the management of separate account high-income common equity, REIT, MLP, preferred stock and corporate bond portfolios for individuals, businesses, endowments and institutional investors.
In business since 1995, Capital Management Associates' foundation is built on educating, coaching and applying our knowledge and skills to the needs of our clients. We focus on enhancing each clients financial life strategy through High Income Investments, Tax Reduction Strategies, Portfolio Management, Financial and Estate Planning, and Small Business Retirement Planning.
Call us at (630) 963-4235
Want to see how our BALANCED ACCOUNT Portfolio has been performing so far?? Here is our 19 QTR Performance
Balanced Account Portfolio (Multi-Asset Class Balanced Fund of: High Dividend Commons, Reit's, MLP's, Preferred's and Corporate Bonds)
19 Quarter Performance
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High Yield Fixed Income
Estimated Annual Income Yield
8.00%
Standard Fixed
Income
Estimated Annual Income Yield 7.30%
Standard Yield Equity
Taxable
Estimated Annual Income Yield 6.50%
Standard Yield Equity IRA &
Q-Plan
Estimated Annual Income Yield 7.00%
Balanced Standard Yield
Taxable
Estimated Annual Income Yield 6.50%
Balanced Standard Yield IRA &
Q-Plan
Estimated Annual Income Yield 7.00%