Today we launch CMG Capital Management Group‘s AdvisorCentral, a portal for the latest news, commentary and analysis of tactical investing strategies. In this blog we will also address marketing and practice management issues that advisors face. We will also cover other topics that can help you make informed decisions about constructing diversified portfolios and building your practice.
We understand that advisors now have a broad range of investment options. Advisors have access to fairly sophisticated trading platforms and independent research. The financial media is also offering more data and analysis that can be helpful in making investment decisions.
Where does CMG AdvisorCentral Tactical Investing Portal fit in?
CMG AdvisorCentral is devoted to educating advisors about tactical investing strategies and the benefits of a diversified portfolio. Download our White Paper Introduction to Tactical Investing Strategies.
CMG is a tactical shop, meaning we strongly believe in the necessity of tactical strategies as a central component in any modern portfolio. As an alternative to the traditional 60/40 portfolio construction, we favor 33/33/34, three buckets represented by equity, fixed income and tactical investment strategies that are periodically adjusted (our current strategic adjustment is 30/30/40).
We define 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.
What Can You Expect From AdvisorCentral?
We are constantly on the road, meeting advisors and investment managers at conferences and in small groups. We understand the challenges you face in constructing client portfolios that can capture upside and protect against a steep decline. We also understand that you want to operate an efficient and profitable practice. In AdvisorCentral we will offer marketing tips that are based on dozens of years of experience in the investment management and advisory business. Sign up for updates in the right hand column. Is there a topic you’d like us to cover? Let us know at firstname.lastname@example.org. Connect with us on Twitter @askcmg and LinkedIn. Thank you and enjoy AdvisorCentral!