Partnerships
At CMH we have partnered with a select group of resources and specialists for depth and quality infrastructure. This allows us to focus our time and energy on quality advice and services for our clients.
Schwab Institutional
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. Schwab has been our custodian of choice since our beginning in 2009.
Specific services include a dedicated service team, fixed income and equity traders, back office support, engaged compliance partner, client reporting, and online access.
Tamarac
Considered an industry standard for software and data services, Taramac provides CMH Wealth Management one of the best tools available for performance calculation and portfolio reporting. Taramac has been our Portfolio Management System of choice for over 5 years.
In addition, Tamarac provides sophisticated portfolio rebalancing software. This allows us to maximize tax efficiency, minimize trading costs, and optimize portfolio construction.
FactSet
A leader in financial data and technology solutions, FactSet provides CMH Wealth Management with access to critical decision-making information in real time. This robust system includes live stock prices, investment research, fixed income analysis, portfolio analytics, and valuation metrics.
Morningstar
An investment research firm that compiles and analyzes fund, stock, and general market data.