CMA Investment Portfolio Income...Highly Positive

CMA portfolios focus on investment strategies to generate highly predictable annual income returns (Estimated Annual Income) and preserve capital (Use of Par Value securities). We utilize high dividend common stocks, preferred stocks and corporate bonds issued by large prominent companies having Investment Grade Ratings and High Quality Rankings by S&P. Estimated Annual Income from our portfolios range from 6% to over 9%.

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About Us

CMA, in business since 1995, helps families, pension funds and business owners create more wealth. We do this through excellent financial planning strategies; lower risk investment & high predictable income return portfolios for individuals and pension plans. We advise business-owner clients on strategies to grow "profitability, scale and a higher market value" for their business.

CMA focuses on enhancing each client’s "financial life strategy" towards achieving these three lifetime priorities: 1) build maximum wealth during your working/business career, 2) enjoy a high lifestyle quality from your wealth through retirement, and 3) leave a financial legacy to your next generation via optimal estate planning strategies.

CMA does not sell any commission products. CMA's many collaborative business advisory partners (CPAs, estate plan attorneys, insurance agents, who charge their own separate fees) add broad resources towards fulfilling your needs in estate planning, tax reduction, trust company custody and use of trusts for asset & investment income protection.

All it takes is your call or email to speak with a CMA advisory.

CMA Passive Fixed Income Portfolios
CMA High Income Bond Portfolios
CMA Value 30 Growth Stock Portfolio
CMA High Dividend Equity Portfolios

Documents

Pension Fund Code Compliant Securities
CMA as Code Compliant RIA and Fiduciary
CMA Investment Advisory Agreement
White Paper: "Under Funded Pension Funds...It can stop here!"

Build Portfolio Wealth

With our active asset allocation and securities selection strategies, CMA client portfolios are continually focused on maximizing portfolio Estimated Annual Income potential. CMA Estimated Annual Income percent yields are higher than the average dividend yields of the DOW30 and S&P500 indexes.

Grow Pension Fund

Managing pension fund assets is a serious and methodical practice. CMA manages high dividend equity portfolios and corporate bond portfolios to meet minimum 7% Estimated Annual Income "hurdle return rates", create growth potential of income, and preserve capital within State Pension Code provisions.

Keep Earned Wealth

Over 40% of the average American household income vanishes in taxes. Let CMA lower your "taxable" income, lower your "tax bracket", and "increase" deductions.

Maximum Wealth = Rock-Solid Plan + Relentless Execution

Most millionaire families today have highly successful businesses with average household net worth of $1.6 million (The Millionaire Next Door...Longstreet Press). They also rely on capable and trusted advisors...like CMA

Successful pension fund managers and Trustees preserve fund capital, maximize annual investment income, and achieve rising income growth from high dividend equities. CMA's RIA and Fiduciary status meets State Pension Code requirements, and securities used are Code compliant.

When CMA is your financial advisor, we meet with you regularly. You'll hear things you don't already know and learn strategies that grow wealth and investment income.

Want more successful investments?

Check out CMA's High Income Corporate Bond Portfolios that have guaranteed income of 8 to 11% and principal repayment guarantees by Investment Grade corporate issuers. See CMA's High Income Portfolios that mixes Common & preferred equities and corporate bonds. For Growth Investing, goto the CMA Value 30 and learn about Warren Buffett's style of investing in stocks.

Call us today at 630.963.4235 or to arrange a free, no-obligation consultation. You can achieve your wealth payoff!

Copyright © 2009. All rights reserved.
Annual income/return representations in percent (%) are complied from the most recent trailing 12 month securities income collections as a cumulative interest and dividend income estimate of what each Portfolio should earn on income over a one-year period versus the Portfolio's Market Value or Purchase Cost, whichever applies, presuming all securities held in a Portfolio pay their stated dividend and interest payments over the future 12 month period. All securities in any portfolio are subject to price fluctuations as economic and financial conditions change in the marketplace