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Mintz Levin forms alliance with Capital Market Consultants


Mintz Levin Financial Advisors has entered into an alliance with Capital Market Consultants.

Capital Market Consultants, a Milwaukee-based independent investment consulting firm, will provide Mintz Levin with ongoing due diligence of its existing investment managers, conduct new investment manager searches and provide economic and investment commentary and recommendations.

Mintz Levin oversees more than USD850m of client assets.

"CMC’s highly-regarded research capabilities allow us to focus more of our attention on the needs of our clients during these challenging financial times," says Robert J. Glovsky (pictured), president of Mintz Levin Financial Advisors. "MLFA’s mission is to help our clients realize their life goals by providing comprehensive and customized financial planning. CMC’s reputation for providing custom investment solutions furthers MLFA’s ability to help our clients achieve those goals."

CMC is an institutional investment consulting group exclusively serving financial intermediaries. Its clients are institutions and wealth management firms that engage CMC to develop and maintain their high net worth investor investment platform.

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