↑ Grab this Headline Animator

Jolliffe Capital Management Inc. Hires Capital Market Consultants LLC...

Capital Market Consultants, LLC a Milwaukee-based investment consulting firm providing business consulting and investment advice to financial intermediaries has added Jolliffe Capital, Inc. (JCI) of Scottsbluff, Nebraska, a new independent fee-based registered investment advisor to its growing list of financial advisor clients.



According to Pat Jolliffe, CFP, ChFC, President of JCI, 's8220;It's8217;s rare to find a company that under-promises and over-delivers. Frankly, while I was a bit skeptical CMC was quite confident in their ability to provide the kind of comprehensive support my new firm needed. They have worked with me in many phases of business and my expectations have been far exceeded. They have designed model portfolios, selected mutual funds and managers, delivered investment research data exceeding what an auditor would expect, designed my marketing materials, investor questionnaire, proposal system and so on. Frankly, the services they provide me are too much to describe in print 's8211; just call me!'s8221;



's8220;Pat has been just great to work with. He had a plan for his practice but needed a business partner he could depend on to work with him in building a unique platform just for his type of practice and clientele. It's8217;s been fun for us and we consider firms like JCI to be core clients,'s8221; said Barry Mendelson, CIMA Managing Partner of CMC.



About Jolliffe Capital, Inc.

Jolliffe Capital, Inc. (JCI), a state registered investment advisor, was established in 2006 and serves the investment advisory needs of individuals including but not limited to: pre-retirees and retirees, small business owners, and professionals. Founded by Pat Jolliffe, CFP, ChFC JCI has offices in Scottsbluff, Nebraska.



About Capital Market Consultants, LLC

CMC is the leader in developing custom Open Architecture Investment Management business solutions for financial service organizations and intermediaries. With nearly fifty years of OAIM experience, 100 combined years of high net worth investor experience and a unique set of team skills and resources CMC is the partner of choice for firms and advisor striving to grow their investment OAIM business, improve their services and differentiate themselves in an increasingly competitive marketplace.

↑ Grab this Headline Animator

---

This article has been robotically scanned and tagged by Prnewsnow with the following search tags. No human manipulation of these tags take place.
| Extensions | Eyelash Extensions | |

---

4944 readers online...

, Local News