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 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.
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.
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.
An investment research firm that compiles and analyzes fund, stock, and general market data.
We have partnered with a local technology company that provides hardware, software services and help desk functionality. They provide system security, backup, and support functions that allow us to focus on clients.
Compliance is the back bone of our business and a top priority at CMH Wealth Management, LLC. We have an in-house Chief Compliance Officer and a compliance consultant on retainer. We have also hired an external firm to perform surprise exams and audits of our client assets annually. We also hire an external firm to conduct penetration testing to monitor and improve our cyber security.