Working for You

Our mission is to provide fee-based, highly personalized professional investment advice and management to a select group of qualified investors. Our focus is firmly fixed on controlling risk and achieving superior long-term results for our clients utilizing unique investment and trading strategies.

Meet Lee A. Kramer

Working Exclusively for Our Clients

We have structured our business to ensure that our own interests are kept squarely in line with our clients’ interests. We sell no products other than our own advice, and we receive no compensation from commissions or sales charges in any form. Our objective is not to make a sale, but to implement investment solutions in ways that most benefits our clients.

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Our Services

Investment Management

Investment Management

Through developing a personalized investment strategy, diversification, and avoiding short-term distractions, we aim to help create and preserve your wealth so you reach your financial goals.
Retirement Planning

Retirement Planning

Retirement planning shouldn’t start at retirement; it should start well before. We take a long-term view of your financial wellbeing to help create a life after work that is as well-planned as your life while working.
Planning for Business Owners

Planning for Business Owners

When you are full of ideas for starting a new business, all you can see is what’s going to happen tomorrow. The thought of having their vision turned to reality often blinds new entrepreneurs to that all-important question: Does it all makes sense financially?
Physicians & Medical Professionals

Physicians & Medical Professionals

We work with physicians to maximize after-tax income while building wealth and provide guidance on the essentials. Our physician wealth management strategies are dedicated to delivering the highest level of personal tax, financial planning and wealth management services to physicians.

Meet Lee A. Kramer

We help build, manage, preserve and transition wealth for anyone!

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FAQs

  • What are the main benefits to us by having CMA manage our investments?

    • Individualized portfolio management of stocks, bonds, options and/or balanced accounts.
    • Portfolios designed and managed for the unique financial goals and risk preferences of each client.
    • Independent analysis of potential investments.
    • Unique investment strategies including use of income-producing stock options.
    • Access to unique securities and better trade execution due to CMA’s leverage with broker dealers.
    • Portfolios can managed to minimize taxes.

  • What does CMA do?

    Capital Management Analytics is an investment management firm which is primarily involved in portfolio management for doctors, executives, endowments, trusts, and family businesses. Founded in 1993, we serve as general investment advisors as well as portfolio managers for clients all across the U.S., evaluating and trading stocks, bonds as well as other securities on behalf of our clients. Our services are strictly fee-based, and we receive no compensation from commissions or sales charges in any form.

  • Is CMA a brokerage firm?

    No. CMA is a registered investment advisor-- not a broker-dealer such as Merrill Lynch or Salomon Smith Barney. Brokerage firms are in the business of selling securities (stocks, bonds, mutual funds) for commissions and/or markups. CMA does not sell securities or investment products of any type. Nor are we compensated by commissions or sales charges in any form. No commissions means no conflicts of interest. Fee-based investment advice and management is our only business.

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Let’s talk to find out how we can help you reach financial freedom.