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CIM Services

CIM provides the following investment management services to individuals, corporations, trusts, estates, family offices, financial advisors and institutions.

  • Separately Managed Accounts (SMA)
  • A SMA is a separately managed investment account professionally managed by an independent investment management firm. The fundamental difference between a mutual fund and a SMA is that mutual fund investors own shares of a mutual fund that owns the underlying investments, in an SMA structure the SMA investor owns the assets directly. This adds a level of flexibility, transparency and control that is sought-after by institutions and sophisticated individual investors.

  • Unified Managed Accounts (UMA)
  • A UMA combines the benefits of separately managed accounts into a single wealth management solution. In a UMA, investors may combine two or more investment managers as well as other investments in a single investment account to create a more robust and broader based asset allocation solution. The UMA provides the mass affluent and high net worth client an institutional level investment solution into a single investment account.

  • Private Labeled Research
  • CIM provides private labeled research to investment advisers, wealth managers and institutions. For a negotiated fee, CIM provides the monthly asset allocation decisions for one or a combination of its InvestFlex™ Strategies to third-parties which use this information to manage client accounts directly under their own privately labeled dynamic investment product. A research agreement is executed outlining the scope of the research provided and fees charged.

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