Confidential Management Advisors, Inc.

Confidential Management Advisors, Inc. is a Registered Investment Adviser based in Troy, Michigan, established in 1988 by John Noonan and Craig Adams. The firm offers personalized Investment Supervisory Services, including discretionary management, where clients grant authority for account management. Fees are deducted quarterly based on assets under management, with a maximum annual fee schedule ranging from 1.00% to 1.50%. The firm also provides Non-Supervisory Investment Services through Personal Resource Management reports, with a maximum flat-fee charge of $5,500. Investment strategies are tailored to client needs, utilizing fundamental and technical analysis. The firm may recommend third-party advisors, with fees ranging from 0.2% to 3.0%. Confidential Management Advisors does not accept performance-based fees, acts as a fiduciary, and offers services to individuals, trusts, and organizations without a minimum account size requirement. The firm does not have disciplinary information and maintains a Code of Ethics to protect client interests. Clients have investment discretion options, and the firm does not vote client securities. Confidential Management Advisors emphasizes client privacy and trade error resolution, but does not handle class action lawsuits on behalf of clients.