Narrowing down the overwhelming options available.  The Capital Management Group searches the investment marketplace—evaluating money managers and their investment approaches, styles, products and performance—to deliver an impressive selection of investment options.

We have adopted a thorough approach to reviewing and analyzing investment options. Fifteen specific criteria are used to evaluate equity managers and 19 are used for fixed-income managers.  When appropriate, we also utilize the expertise of Rehmann Corporate Investigative Services to provide thorough due diligence on the selective money managers.

Our investment solutions – based on analytics, strict due diligence and advanced portfolio construction techniques – are the result of a prudent and forward-looking philosophy:

• Use impartial, independent research to aid in the management review and portfolio construction process
• Grant access to a broad range of premier investment managers who are carefully vetted and held accountable for their performance over time
• Offer true diversification through the use of alternative as well as traditional investment products

By putting advisors and clients in touch with an uncommonly broad selection of institutional-caliber investment options, the Capital Management Group can play an integral role in choosing the right manager.

Securities offered through Royal Alliance Associates, member FINRA/SIPC. Investment advisory services offered through Rehmann Financial, an SEC Registered Investment Advisor not affiliated with Royal Alliance Associates.