Financial Management

Fully operational backroom to manage your Trust Account, Lineage, and Bordereau needs.

When you work with CMI, we begin our partnership by working with you to create parameters for your financial management and reporting. In this way, you benefit from the complete oversight of your account activity at all times. To best represent your interests, we are mindful of your expense dollars and indemnity spend. We anticipate your needs and make financial decisions prudently.

Meticulous financial management and reporting is as important to us as it is to you. As such, we have developed an in-depth process for producing bordereaux reports that give you the complete financial picture of your contracts.

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