ATFinancial Advisors Hires Capital Market Consultants LLC for Investment Manager and Economic Research



Capital Market Consultants, LLC (CMC), a Milwaukee-based investment consulting firm providing investment research and economic consulting to financial intermediaries, has added ATFinancial Advisors (ATFA) of Dubuque, Iowa to its growing list of bank and trust clients.

According to Mark Stevens CFA, President of ATFinancial Advisors, "A core component of ATFA's vision is to provide its clients with active management at the lowest cost possible. To accomplish this goal, ATFA searched diligently for a firm with extensive resources and research capabilities to supplement its own manager selection process. In addition to providing its capital markets and investment research intelligence, CMC's added presence will give us more efficient and cost effective access to high quality institutional money managers that will compliment our proprietary investment styles. Our goal is to have the most effective process in place for conducting due diligence on money managers and selecting those best suited for our clients' portfolios. The service Capital Market Consultants, LLC provides has enhanced our means to do just that."

"ATFinancial Advisors is a perfect fit for us. They have been exacting in their search for a sophisticated and flexible investment solution for their clients. We have been able to help them with their portfolio modeling system, investment manager research and client communications. We look forward to watching them grow and growing with them," said Barry Mendelson, CIMA, Managing Partner of CMC.

About ATFinancial Advisors:

ATFinancial Advisors is a specialized investment division of ATBancorp, a multi-bank holding company headquartered in Dubuque, IA with assets under management in excess of $1 billion. As a SEC Registered Investment Advisor with offices in Dubuque and Des Moines, Iowa, ATFA is gaining notoriety as an innovative investment management firm. ATFA provides a complete range of investment management and consulting services, customized to the specific needs of our institutional and individual clients-including independent financial advisors. ATFA's mission is simple: to pursue superior growth of their clients' money consistent with their goals and objectives, while continually providing the highest level of integrity and transparency.

About Capital Market Consultants, LLC:

CMC is the leader in developing custom managed money business solutions for financial service organizations and intermediaries. With nearly fifty years of managed money experience, 100 combined years of high net worth investor experience and a unique set of team skills, credentialed staff and resources CMC is the partner of choice for firms striving to grow their third party investment management business.





ATFinancial Advisors Hires Capital Market Consultants LLC for Investment Manager and Economic Research