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Capital Management
Associates L.L.C. is an independent investment advisor located in Orlando, Florida. CMA manages assets for a number of Police,
Fire and General Employee pension funds as well as several union
pension funds. We also manage assets for non-profit eleemosynary
organizations. The largest concentration of assets, when judged
by the number of relationships, is by far in the wealth management
of private clients. Capital Management Associates LLC clients represent all walks of life; from educators to professional athletes, business
professionals to retired military personnel.
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Our goal is to produce
superior investment performance in both positive and
negative market climates, while maintaining the risk
parameters stated by you, our client. Our portfolio
professionals understand the most important role of
a portfolio manager is to control risk. By demanding
the strongest value for each dollar invested, and by
adhering to a highly disciplined approach of both buy
and sell decisions, we carry out this mandate. |
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Our Investment Philosophy rests on the
premises that successful investment decision-making is enhanced when sector and industry group selections are
correct. Sector and industry groups weightings are the cornerstones of our
investment process. |
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To view a copy of ADV Part I and II, please go to the SEC website by CLICK HERE
Follow the instructions below:
1. Click on Investment Advisor. Search Insert IRD # 106495
2. Under Primary Business Name Box, click on Capital Management Associates, LLC
3. Under the form ADV section, select view all pages |
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Conduct our daily operations at the highest level of ethical conduct. View the stewardship of our client’s assets as our highest priority. Provide a secure retirement for those clients and plan participants empowering us to manage their retirement assets. Provide for increases in distributions to offset higher costs of living. Help clients and plan trustees’ to operate in a comfortable atmosphere of positive fund asset growth maintain the highest level of corporate governance and prudence by adhering to standards as outlined in afl-cio international labor proxy voting guidelines. Work closely with consultants, attorneys and cpa’s to create an atmosphere of cooperation to benefit our mutually valuable clients.
“Capital Management Associates, LLC claims compliance with the CFA Institute Asset Manager Code of Professional Conduct. This claim has not been verified by CFA Insititute."
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