CDM Consultants | Financial Planning
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Financial Planning

Financial Planning

We’re here with the data and independent analyst reports you need to back up your investment research and security selection process.

The first step to taking control of your financial future is a sound plan. Our straightforward commentary and powerful analytics help you understand your investments, evaluate your needs, and confidently chart a way to meet your financial goals at any stage in your life. We provide financial data, ratings, charts, and independent CDM Analyst Reports on thousands of stocks, mutual funds, and exchange-traded funds. Our comprehensive and current information filters out the noise and demystifies the investment process so you can build your financial future the way you envision it.

From creating customized proposals and hypothetical illustrations to presenting performance updates and recommended strategy shifts.

Our extensive portfolio and manager data lends a unique view of asset management firms that’s available through our investment research platform, data feeds, and easy SEC filing search tools.

Our institutional clients get regular and special reports, market overviews, and investment ideas resulting from our proven methodology. They can engage directly with our equity analysts, who specialize in sectors and industries, to discuss company valuations, forecasts, industry dynamics, and competitive landscapes.