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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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STRATEGIC INVESTMENT PHILOSOPHY
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.




Bull markets are born on pessimism: grow on skepticism, mature on optimism and die on euphoria. The time of maximum pessimism is the best time to buy and the time of maximum optimism is the best time to sell.

Sir Jon Templeton
February, 1994



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.

IT IS OUR MISSION TO:

CONDUCT OUR DAILY OPERATIONS AT THE HIGHEST LEVEL OF ETHICAL CONDUCT.
VIEW THE STEWARDSHIP OF OUR CLIENTS' 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.

 

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