Advisors

We are your resource partner

Time is either spent or invested.

How you spend your time determines your quality of life.  You must be adamant about not spending your time on activities of low value.

What is Your Time Worth?

Time is your most valuable asset.  It is also your most scarest resource. 

How are you spending it?

You have a limited amount of time. 

Once it’s gone, it’s gone.

As an advisor, we believe you must use your time effectively to assure that you are achieving the greatest quality and quantity of the things you want in exchange for the time you invest.

You Are Not Alone

 

Clients face many financial issues throughout life.  No single advisor can do everything the client needs. 

Advisors at CMIQ are not alone.  Behind you are all the resources of our firm to guide and support you.

With CMIQ, you will have the ability to stop saying “no” to client requests because you do not have the resources, time or expertise.  We work with a global network of top professionals and financial institutions to serve any financial issue of the client.

Simply put – A client should hire you because at CMIQ we find solutions.

CMIQ Advisor Benefits

Advisors at CMIQ have access to multiple resources.  You don’t have to be an expert in every aspect of your business.  We have the experts to help you reach your goals.

Infrastructure

 

Business Presence

Comprehensive Systems

Multiple Custodians

Support

 

Administrative

Compliance

Legal

Problem Solving

Innovation

 

New Services

New Products

You can start conversations with clients on topics that most RIAs never discuss

Business Advice

 

Cash Management

Banking

Finance

Benefit Plans

Risk Management

M&A

Non-Traditional

 

Alternative Investments

Self-Directed Investments

Due Diligence

Credit Analysis

Estate Planning

 

Trusts

Life Insurance

Personal Annuities

Gifts

Retirement

 

Individual Retirement Accounts

Social Security

Defined Contribution Plans

Defined Benefit Plans

Tax

 

Tax Planning

Recent Tax Legislation

International

 

Non – U.S. Securities

Non – U.S. Residence

Non – U.S. Citizens

 

Contact

Michael H. Simms - Managing Director

Email:  MSimms@CapitalMarketsIQ.com

Phone:  (561) 472-0815

 

 

 

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