At Capital Management Partners, our goal is to create ongoing successful retirement plan experiences for plan sponsors and participants.

Capital Management Partners, LLC, is an industry leader in providing focused, full service defined contribution consulting services to employers looking for efficient, effective solutions needed to maintain a highly successful retirement plan.

Our code

TRUST: Seventy years of combined investment experience assures our clients of our commitment to excellence and hard work in developing a strong, lasting, successful partnership.

DEDICATION: Our firm was founded with a vision to offer high-quality financial consulting services independent of the service provider.

PROTECTION: Our services and solutions are designed to help protect plan fiduciaries from personal and corporate financial loss.

INTEGRITY: Everything we do is focused toward enhancing the retirement incomes of employers and employees.

Why CMP?

• We will...provide investment review
• We will...conduct strong and compelling employee education
• We will...conduct a plan design review
• We will...incorporate new ideas and trends of the industry
• We will...review all providers and fees

Upon engagement you will gain:

• Fiduciary management, including 404c
• Investment Policy Statement
• Fiduciary file checklist
• RFP provider analysis and benchmarking
• Education Campaign
• Incumbent fund ranking and recommendations
• We execute the comprehensive, quantitative, and qualitative investment due diligence process created at engagement of services
• Diversified investment strategies
• Plan design reviews
• A contemporary plan in terms of features
• Credentialed advisors monitoring your qualified plan