Confidential Management Services

About Confidential Management Advisors (CMAI)

Confidential Management Advisors (CMAI) is an SEC-registered investment advisor dedicated to optimizing the potential value of our clients' resources. Established in 1988, CMAI brings over three decades of experience providing personalized investment advisory and investment management services to high net worth individuals, institutions, trustees, and beneficiaries.

Investment Expertise and Principles

CMAI employs a proprietary set of investment principles to capture investment returns while mitigating risks. We focus on three key areas:

• Investment Selection: Selecting investments based on rigorous research, analysis, and risk-adjusted return potential.
• Investment Diversification: Spreading investments across diverse assets and strategies to mitigate risk and enhance returns.
• Management Discipline Diversification: Maintaining a consistent and disciplined approach to investing, avoiding emotional decisions and adhering to predefined risk limits.

Comprehensive Solutions for Individual Needs

Through CMAI, clients have access to:

• Customized portfolio management strategies tailored to their unique needs and goals.
• Access to a broad range of investments, including mutual funds, direct placements, and alternative investments.
• Regular reporting and communication to ensure transparency and accountability.

About Confidential Management Financial Services (CMFS)

Confidential Management Financial Services (CMFS) is a FINRA-registered securities broker-dealer specializing in providing investment products and services to high net worth individuals. Established in 1982, CMFS offers:

• A diverse portfolio of investment options tailored to individual goals and objectives.
• Access to leading financial products, including mutual funds, direct placements, variable annuities, fixed annuities, and insurance products.
• Personalized guidance and ongoing support from experienced financial professionals.

Mission: Raising the Bar for Client Service

The CMC Group is committed to providing exceptional client experiences by:

• Offer comprehensive and tailored financial solutions.
• Prioritize communication and transparency.
• Deliver personalized service and attention.
• Maintain the highest ethical standards and industry best practices.