CMA Chicago

Capital Management Associates

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

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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

PDF

Investment Management &
Financial Planning Services

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arrowHigh Yield Fixed Income
Estimated Annual Income Yield 8.00%
arrowStandard Fixed Income

Estimated Annual Income Yield 7.30%
arrowStandard Yield Equity Taxable
Estimated Annual Income Yield 6.50%
arrowStandard Yield Equity IRA & Q-Plan
Estimated Annual Income Yield 7.00%
arrowBalanced Standard Yield Taxable
Estimated Annual Income Yield 6.50%
arrowBalanced Standard Yield IRA & Q-Plan
Estimated Annual Income Yield 7.00%

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