A complete list of active advisors currently associated with Capital Management Associates Inc

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Capital Management Associates, Inc. provides advisory services to individuals (including high net worth clients), pension and profit-sharing plans, charitable organizations and corporations, offering investment supervisory services, portfolio management, a manager-of-managers (Managed Accounts) program, and financial planning. The firm delivers both discretionary and non-discretionary portfolio management and may implement advice across a broad range of securities including mutual funds, ETFs, options and real estate investment trusts. Its investment process blends fundamental, technical and cyclical analysis with asset allocation, and it pursues both long- and short-term strategies (including covered calls and option spreads) where appropriate; account supervision is guided by client objectives, tax considerations and any client-imposed restrictions. For Managed Accounts, the firm conducts manager searches, places clients with selected registered investment advisers, and provides ongoing monitoring and quarterly reporting, while financial planning engagements typically result in a written report delivered within months of engagement. The firm’s business structure includes several uncommon affiliations and activities for a multi-team adviser: management personnel are partners in an affiliated accounting firm (CMA Tax), some representatives are registered with an affiliated broker-dealer (Capital Management Securities, Inc.), and certain staff are licensed insurance agents—each service is offered for separate compensation and disclosed as potential conflicts. It is also notable that a majority of client assets are managed on a non-discretionary basis ($1,094,626,539.24 non-discretionary vs. $784,376,527.12 discretionary), the firm does not vote client proxies, and it describes specific policies intended to mitigate conflicts arising from affiliated activities.

To learn more about the advisors currently working at Capital Management Associates Inc, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.