CMA Returns...Highly Positive

CMA portfolios focus on investment strategies to generate highly predictable annual income returns. We focus on utilizing high dividend common stocks, preferred stocks and corporate bonds issued of large prominent companies for client portfolios. Annual income return results range from 6% to over 12%. Maintaining low risk and preserving a client's capital are a key objective of CMA investing policies.

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About Us

CMA, in business since 1995, helps families and business owners create more family wealth. We do this through excellent financial planning strategies; lower risk investment portfolios having higher predictable returns; and advising business-owner clients on strategy to grow profitability, scale and a higher market value for their business.

CMA focuses on enhancing each client’s "financial life strategy" towards achieving these three lifetime priorities: 1) build maximum wealth during your working/business career, 2) enjoy lifestyle quality from your wealth through retirement, and 3) leave a financial legacy to your next generation via optimal estate planning strategies.

CMA advocates that "best strategy" is the solution to your problems. CMA does not sell any commission products. 80% of the relationship time CMA staff devote to clients is financial advice. With business owner clients, we meet bimonthly on: visioning, planning and executing initiatives to further your business success. CMA's many collaborative business advisory partners add broad resources towards fulfilling your needs.

All it takes is your call or email to seize this opportunity.

Get the
Wealth
Payoff

Build Portfolio Wealth

With our active asset allocation and securities selection strategies, CMA client portfolios are continually focused on maximizing portfolio income potential. CMA portfolio returns have beat major stock indexes since 2001, with only about half the downside risk of the stock market.

Grow Business Wealth

A money machine, your business, is staring you in the face every morning. Rev up your machine through our advisory strategies for business owners. Grow profits, scale and business market value. Selling one's business can be a huge source of wealth.

Keep Earned Wealth

Over 40% of the average American household income vanishes in taxes. Let CMA lower your "taxable" income, lower your "tax bracket", and "increase" deductions.

Maximum Wealth = Rock-Solid Plan + Relentless Execution

Most millionaire families today have highly successful businesses with average household net worth of $5 million. They also rely on capable and trusted advisors...like CMA

When CMA is your financial advisor, we meet with you regularly. You'll hear things you don't already know and learn strategies that grow wealth.

Want more successful investments?

Check out CMA's High Income Corporate Bond Portfolio Accounts that have guaranteed income of 9 to 12% and principal repayment guarantees by corporate issuers. See CMA's High Income Portfolios of stocks and bonds or for Growth Investing, goto the CMA Value 30 and learn about Warren Buffett's style of investing in stocks.

Call us today at 630.963.4235 or to arrange a free, no-obligation consultation. You can achieve your wealth payoff!