We are a private wealth advisor serving affluent families and individuals. Our services go beyond traditional investment management to include alternative investments, real estate, private equity, private credit, real assets, hedge funds, and venture capital.
Working with us, you gain access to investment ideas you won’t find at other advisory firms. We have a robust network of trusted relationships through which we source and access differentiated investment opportunities.
When it comes to money management, there’s no one-size-fits-all strategy. We don’t believe in off-the-shelf cookie-cutter investment models. Investment management requires bespoke solutions tailored to fit your family’s needs and goals.
Wealth Management
CMG is an SEC-registered investment advisory firm. For over 30 years, we have helped investors defend and grow their wealth. As fiduciaries, we believe in taking a holistic, goals-based approach to managing wealth.
Today’s global investment markets are increasingly complex and unpredictable. Buying and holding stocks, bonds, and mutual funds creates a portfolio dependent on a bull market and with the potential for increased volatility.
With a complete understanding of your investment goals, risk tolerance, and expectations, we build a customized portfolio including actively managed strategies, alternative investments, and specialized private investments designed to meet your expectations.
To learn more, download “How We Think About Wealth.”
Endowment-Style Investing
Move beyond traditional buy-and-hold and adopt an investment approach that is truly diversified: one that allocates across global asset classes including equities, credit, real assets, and absolute return strategies, whether in public or private assets.
We build portfolios using a top-down, thesis-driven approach based on where we see opportunities given our economic and investment outlook. We source best-in-class managers and funds, which allows us to build an “endowment-style” portfolio that’s scalable for families and individual investors.
Using this approach, we help clients better manage their portfolio returns, risk, and liquidity needs. We incorporate asset classes to improve diversification with the objective of providing more predictable, better risk-adjusted returns.
We don’t chase markets and use the breadth of our investment and industry experience to advise clients on how best to preserve and grow their wealth.
Private Investments
We rely on decades of relationship building and manager sourcing to provide best-in-class private fund offerings that have traditionally been available only to pensions, endowments, family offices, and ultra-high-net-worth investors.
Our Investment Team sources top-tier private equity funds, hedge funds, private debt funds, real estate funds, real asset funds, and other niche areas, such as trade finance, farmland, tax liens, litigation finance, and others. Adding private investments can provide alternative sources of investment returns, income streams, and portfolio diversification.
Call us at (610) 989-9090 or go to our contact form.