The CMG platform of strategies includes systematic trading strategies, therefore all trading is based on a specific set of rules that are followed with an exacting level of discipline. Over various market cycles, the strategies generate more positive months than negative months. The portfolios [...]Read More >
What makes a CMG portfolio potentially more resilient during bear markets?
CMG strategies are tactical and systematically managed. Holding periods typically range from very short term (I to 3 days) to intermediate term (several months). While some strategies can be short equities or bonds, all strategies can move to cash and other defensive market positions as a way of [...]Read More >
How do I know which strategies I should choose?
Our Investment Research team utilizes sophisticated statistical modeling to create risk managed portfolios. Your CMG representative will help you create a portfolio tailored to your specific investment objectives. This will often differ for each advisor and some advisors will have a different mix [...]Read More >
What makes CMG’s platform of investment strategies so unique?
The CMG Investment Research team focuses on developing innovative, systematic “rules-based” trading strategies. Strategies typically have low to no correlation with the other strategies on our platform in addition to having lower correlation with the equity and bond markets overall. Investments [...]Read More >
How does CMG differ from the typical investment management firm?
CMG believes in Enhanced Modern Portfolio Theory (EMPT). EMPT is the concept of shifting the traditional 60/40 portfolio to a portfolio that reduces equity and fixed income exposure and adds exposure to tactical investment strategies creating a 33/33/34 portfolio. We believe this represents what a [...]Read More >
Do you offer tax advantaged approaches?
CMG offers several strategies through Nationwide Advisory Solution's Monument Advisor Variable Annuity flat rate annuity platform. Back to Top [...]Read More >
What are the minimum investment amounts at CMG?
For separately managed account, CMG has a $25,000 account minimum. For any account allocated to the CMG Opportunistic All Asset Strategy (mutual fund portfolio), the account minimum is $50,000. Mutual Fund minimums vary from $2,500 to $5,000 depending on the platform. Please contact your CMG [...]Read More >
Can I customize a portfolio of CMG strategies?
Yes. Depending upon the strategies offered on any given platform, portfolios can be customized to adjust to your specific risk tolerance and long-term investment goals. Back to Top [...]Read More >
Why is non-correlation important in a portfolio?
Non-correlation is important in a portfolio because it creates a diversified portfolio that is more likely to withstand volatile market conditions. Non-correlating strategies have the ability to potentially generate returns in various market environments. Please remember that past performance may [...]Read More >
What are overlay platforms?
Overlay platforms, like Envestnet or Adhesion, are model aggregators that connect money managers with advisors. They allow advisors that custody assets at firms like TD Ameritrade, Charles Schwab, Fidelity / NFS and Pershing to use their services without developing direct relationships with money [...]Read More >
On which custodial/brokerage platforms does CMG offer its strategies?
CMG offers its strategies through most major platforms including: Axos Advisor Services (formerly E*TRADE Advisor Services), Schwab, TD Ameritrade, Fidelity, Wells Fargo, Envestnet, Adhesion, FOLIOfn, and FolioDynamix. The CMG family of mutual funds may be offered on those platforms as well as most [...]Read More >
What are the fees for CMG’s Managed Accounts?
Please contact your CMG Representative to determine the specific fee structure for the platform you are using. Back to Top [...]Read More >
Do you offer Separately Managed Accounts and Mutual Funds?
Yes. CMG launched its first managed account in 1993 with the CMG Managed High Yield Bond Program. Since then, we have added a broad range of tactical strategies to our managed account platform. Additionally, we currently have three mutual funds in the CMG Family of Funds [...]Read More >
What are tactical investment strategies?
Tactical simply means planning and positioning to accomplish a purpose. Tactical investment strategies are trading strategies that seek to capitalize on identified investment opportunities. To understand tactical it is important to understand price momentum. Tactical strategies utilize a systematic [...]Read More >