Volatility. Global unrest. Uncertainty about interest rates. With these concerns, your clients increasingly want diversified, risk-managed portfolios.
That’s why I put together Understanding Tactical Investment Strategies. So you can start to ‘think tactical.’ Download your free copy today! – See important disclosures.
Tactical strategies respond proactively to market movements, allocating assets to rising asset classes, and avoiding falling ones. The goal is to generate return and stabilize a total portfolio.
It’s time to move beyond 60/40 stocks and bonds to optimize the risk-reward relationship in a balanced portfolio.
This asset mix is simply too narrow in the current low-dividend-yield, low-inflation, low-interest-rate environment.
Tactical investmet strategies are diversified, risk managed, and efficient. They can be a total portfolio solution or an element of a portfolio.
We’ve put together the advisor’s introduction to tactical investing that will help you understand tactical strategies. Download the booklet today and you can offer clients a new way of investing that enhances portfolio diversification, lowers correlation, and manages risk.
– Stephen Blumenthal, CEO, CMG Capital Management Group
Stephen Blumenthal founded CMG Capital Management Group in 1992. He is the investment manager on several tactical strategies, managed accounts and funds. Steve speaks with advisors throughout the U.S. about tactical investing and the challenges they face in constructing risk-managed portfolios for their clients. Steve is a Forbes contributor and regularly comments on the markets, investing, and economics in major financial media outlets and advisor trade publications. Steve is a frequent speaker at industry conferences and is author of CMG’s popular investment research commentary. The objective behind all of Mr. Blumenthal’s work is to help advisors build better portfolios by allocating with a long-term game plan that is risk sensitive and properly diversified. Mr. Blumenthal is a self-proclaimed “quant geek,” with an analytical mind for the markets that helps him connect with everyday investors and industry experts alike.
