Expanding its ability to provide clients with comprehensive services, Mintz Levin Financial Advisors (MLFA), has entered into a strategic alliance with Capital Market Consultants (CMC) , a Milwaukee-based independent investment consulting firm.
CMC will provide MLFA with on-going due diligence of its existing investment managers, conduct new investment manager searches and provide economic and investment commentary and recommendations. MLFA oversees more than $850m of client assets.
Robert Glovsky, president of Mintz Levin Financial Advisors, said: "CMC’s research capabilities allow us to focus more of our attention on the needs of our clients during these challenging financial times.
“MLFA’s mission is to help our clients realize their life goals by providing comprehensive and customized financial planning. CMC’s reputation for providing custom investment solutions furthers MLFA’s ability to help our clients achieve those goals."
CMC is an institutional investment consulting group exclusively serving financial intermediaries.
Mintz Levin Financial Advisors (MLFA), an affiliate of the law firm Mintz, Levin, Cohn, Ferris, Glovsky and Popeo, provides high net worth individuals and families with comprehensive, holistic wealth management services.
