CMG AdvisorCentral

Tactical investing news, views and resources for financial advisors

Dispatch From Inside ETFs

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Michael F. Sciortino, Sr. Executive Vice President, Managing Director, Head of Distribution, CMG Capital Management Group

Michael F. Sciortino, Sr. Executive Vice President, Managing Director, Head of Distribution, CMG

Wow, what a conference!

Each year Inside ETFs has grown larger and the content continues to amaze. Why? The easiest and fastest way to instantly transform your business results is to change the strategy you follow. This is an exciting time in this space. Many advisors are hearing this message loud and clear.

Last year alone, a quarter-trillion dollars went into US listed ETFs. That is a huge gain compared to 2013 inflows of $188 billion. ETFs have truly expanded the way in which investors access various asset classes. It appears that investors have been attracted to the transparent, relatively cheap, tax efficient and highly tradeable aspects of ETFs.

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CMG in Coronado for IFG National Conference

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IFG National ConferenceThe CMG team arrived on the West Coast yesterday morning for the start of the 10th annual Independent Financial Group (IFG) National Conference. Taking place at the historic Hotel del Coronado, this event will definitely be one to remember.

If you are in town for the conference, please make a quick stop by CMG’s booth (#106) and introduce yourself to our representatives:

Jim McFadden VP Institutional Sales

Jim McFadden
VP Institutional Sales

Avi Rutstein VP Institutional Sales

Avi Rutstein
VP Institutional Sales

Avi Rutstein, VP Institutional Sales. With over 10 years of experience in the financial services industry, Avi is a relationship guy.  He talks to advisors in the field every day and helps them to grow their practice, implement new ideas and talk to their clients on a broad spectrum of investment topics.

Jim McFadden, VP Institutional Sales. As one of CMG’s newest team members, Jim is eager to learn about your practice and find ways that CMG can work with you to build your portfolio through the integration of our innovative tactical solutions.

CMG also held a breakout session today, Tuesday, August 19, “Tactical Investments for Bull and Bear Markets”. During the presentation, Avi Rutstein shared some ideas to help you grow your practice and help your clients stay on track with their investment goals. If you’d like to learn more about the presentation and find our how you can implement some of these strategies at your practice, please let us know at advisors@cmgwealth.com. 

We hope your week is off to a great start! We know Avi and Jim look forward to talking to some more great advisors and enjoying the beautiful scenery at the IFG National Conference in Coronado this week!

Avi

CMG In Chicago At ​BCM ​Annual ​Conference

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Brookstone Capital ManagementThe CMG team is in Chicago this week at the historic Drake Hotel for the 2014 Brookstone Capital Management Annual Conference. We are thrilled to partner with Brookstone and to have the opportunity to spend time with the advisors and the home office staff.

CMG Capital Management Group CEO Steve Blumenthal will speak at the conference on tactical investing strategies as well as offer some insight on the equity markets, the likely direction of interest rates and important lessons learned over the last 30+ years on Wall Street.

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