We've built our business so that our every day priority is our clients and their wealth needs. 
 
We've engaged industry experts to leverage their strength,  capacity, and technology bringing added resources to our clients.  

Examples of these services include but are not limited to:

  • investment resources
  • on-line access
  • custodial services
  • real time market data
  • statement reports
  • tax reporting
  • performance calculations
  • technology services
  • compliance counsel
  • back office operational support
  • and more...

Partnerships

Schwab Institutional 
As one of CMH Wealth Management’s institutional partners, Schwab holds custody of client assets and issues detailed monthly statements and annual tax reporting.  Schwab provides a sophisticated technology platform with the processes and tools for managing and securing client assets as well as day-to-day operational support.

Tamarac
A leading provider of integrated portfolio, practice management and reporting solutions to financial advisors and institutions.  Tamarac offers Registered Investment Advisers an integrated platform developed specifically for their needs, including portfolio analysis, on-demand performance reporting and customizable client reports.

Thomson Reuters
One of the leaders in financial intelligence, Thomson Reuters provides CMH Wealth Management with access to securities pricing and critical decision-making information in real time.

Technology 
In addition to the technology services we have purchased above, we have partnered with a local technology company that provides hardware, software, services, and help desk functionality.  Included in this service is system integrity, backup and support functions to keep us efficient, current and functional.   

Compliance 
We have a dedicated compliance officer and we have partnered with attorneys and specialists in regulatory law. 
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© Copyright 2010 “CMH Wealth Management, LLC”
Copyright 2011: CMH Wealth Management LLC. Investment Management Services. All Rights Reserved
155 Lafayette Road
3rd Floor, Suite 7
North Hampton, NH 03862
603-379-8161 | invest@CMHwealth.com