Steve Blumenthal (left), CEO, CMG Capital Management Group moderating the panel Choosing an Index Provider at ETF Boot Camp, NYC, Sept. 2015. On the panel: Ken O’Keefe, Global Head of ETFs, FTSE Russell, Robert Hughes, Head of Index & Advisor Solutions, NASDAQ, Steffen Scheuble, CEO Solactive
Welcome to AdvisorCentral, from CMG Capital Management Group. We created this site to keep advisors informed about investments, the markets and the economy. Sign up for AdvisorCentral weekly updates here. If you have any suggestions about topics you’d like to see us cover, or any feedback at all please let us know at advisors@cmgwealth.com.
Who we are
CMG Capital Management Group, Inc. is a Registered Investment Advisor (RIA) that offers other RIAs, financial planners and institutions a range of investment strategies. CMG constructs portfolios, funds and strategies with the objective of managing risk, mitigating volatility and smoothing the investment return stream over time. See cmgwealth.com for more.
How we’re different
As an alternative to the traditional 60/40 portfolio construction, CMG favors 33/33/34, three buckets represented by equity, fixed income and tactical investment strategies. CMG defines this concept of converting the traditional 60/40 portfolio to 33/33/34 as “Enhanced Modern Portfolio Theory (EMPT)” and represents what a “balanced” portfolio should look like in today’s market.
The objective of EMPT is to smooth the return stream over time, instead of being whipsawed by volatile markets. CMG investment strategies seek to enhance portfolio diversification, lower correlation and manage risk.
Woven into investment portfolios, tactical investment strategies complement core holdings. CMG’s tactical strategies can be used as a stand-alone investment or as a complement to traditional investment exposure.
Sample strategies and funds
