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CMG > CMG Institutional Platform Services > Optimize Your Practice

Optimize Your Practice

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Digital Advisory:

  • Generate customized proposals
  • Onboard clients electronically or utilize our mass conversion service
  • Keep your clients connected with web-based account access and mobile app
  • Access our Advisor Portal for administrative support, content, and information on investment strategies

Portfolio Management

  • Consult with our team to find the best way to manage portfolios and execute your investment strategies
  • Scale your business with composite modeled portfolios
  • Create fully custom portfolios for clients that need bespoke solutions
  • Deploy your own investment strategy, use CMG’s offerings or mix mutual funds and ETFs to meet your objectives

Back Office Administration

  • Rebalancing made easy
  • Trading expertise and capital markets support
  • Account Aggregation – report on outside accounts and assets
  • Enhance your service team by adding our client relations staff to your roster

Account Types

  • Unified Managed Account (UMA):  a single fee-based account that utilizes sleeves to house numerous investment products:
    • Managed Account Strategies
    • ETFs
    • Mutual Funds
    • Stocks
  • Unified Managed Household (UMH): combine UMA accounts into a household
    • Lower fees by aggregating to breakpoint levels
    • Small accounts welcome
    • Custody and reporting on private funds
    • Custody of unmanaged stock positions

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No Solicitation or Investment Advice: The material contained on this website is for informational purposes only and CMG is not soliciting any action based upon such material. The material is not to be construed as an offer or a recommendation to buy or sell a security nor is it to be construed as investment advice. Additionally, the material accessible through this website does not constitute a representation that the investments described herein are suitable or appropriate for any person.
Various links on this site will allow you to leave the CMG Web site. The linked sites are not under the control of CMG, and CMG is not responsible for the contents of any linked site or any link contained in a linked site, or any changes or updates to such sites. CMG is not responsible for any correspondence via email or any other medium, email list servers, webcasting or any other form of transmission received from any linked site. Links to external sources do not imply any official endorsement by CMG or the opinions, ideas or information contained therein, nor guarantees the validity, completeness or utility of the information provided. Reference herein to any products, services, processes, hypertext links to third parties or other information does not necessarily constitute or imply endorsement, sponsorship or recommendation. CMG shall not be held liable for improper or incorrect use of data or information contained in any electronic publications. Data, information, and related graphics contained in electronic publications are not legal documents and are not intended to be used as such. CMG gives no warranty, express or implied, as to the accuracy, reliability, utility or completeness of any information contained in any electronic document.