The CMC group of companies is committed to optimizing the potential value of client resources. Primary client groups include high net worth individuals, institutions, trustees and beneficiaries. Raising the bar on services to these groups requires CMC to have an active presence in several inter-related disciplines.
CMC provides a comprehensive and flexible universe of solutions to meet client requirements and objectives. Within the CMC group, investment advisory and investment management services are provided by Confidential Management Advisors, Inc. (CMAI), an SEC registered investment advisor, and Confidential Management Financial Services, Inc. (CMFS), a FINRA registered securities broker dealer.
CMC provides a comprehensive and flexible universe of solutions to meet client requirements and objectives. Within the CMC group, investment advisory and investment management services are provided by Confidential Management Advisors, Inc. (CMAI), an SEC registered investment advisor, and Confidential Management Financial Services, Inc. (CMFS), a FINRA registered securities broker dealer.
Services
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.
Confidential Management Financial Services, Inc. (CMFS) is a Securities Broker Dealer registered with the Financial Industry Regulatory Authority (FINRA). CMFS is also a member of SIPC, the Securities Industry Protection Corporation. CMFS provides investment products primarily to meet the objectives and requirements of high net worth individuals.
John F. Noonan & Donald C. Graves, JR. incorporate Confidential Management Services, Inc. (CMS) to provide financial planning to corporate employees. John Noonan incorporates Confidential Management Planning Services (CMPS), an SEC registered RIA to provide investment advisory services in conjunction with CMS & CMFS activities.
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