Foundations

institutional

Capital Management Advisors, Inc. provided investment guidance to a diverse group of institutional clients including corporations, employee retirement plans, foundations and endowments.

CMA offers institutions a variety of services tailored to clients’ investment objectives and mandates.  CMA believes that asset allocation should be driven by the investment objectives of the client.  Therefore, asset allocation is determined at the start of the relationship and monitored throughout.

Investment Advisory:  We design a custom Investment Policy Statement tailored to your organization which contains a custom built tactical asset allocation.  We perform statistical testing to help project not only the potential future returns of the asset allocation, but the potential drawdowns.

Portfolio Management:  We manage a portfolio of securities as outlined under your custom IPS and select sub-advisors where appropriate.

Third Party Custody:  We utilize the custodial services of third party institutation custodians such as Fidelity Investments and TD Ameritrade.  This reduces risk, helps avoid conflicts of interest, increases transparency, and provides you with online access for your foundations portfolio at any time.

Administrative Services:  We provide account and performance reports on a basis as determined by your foundation’s unique needs.  Our performance reporting consolidates all foundation assets and provides you with an easy to understand report.  Should your foundation need fund accounting services, we work with a number of professional partners that specialize in those services.

Planned Giving Assistance:  We are available to consult with donors on planned giving and assist your with non-cash gift acceptance, valuation and conversion.