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