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CMG > About > FAQs

FAQs

  1. What are tactical investment strategies?
  2. Do you offer Separately Managed Accounts and Mutual Funds?
  3. What are the fees for CMG’s Managed Accounts?
  4. On which custodial/brokerage platforms does CMG offer its strategies?
  5. What are overlay platforms?
  6. Why is non-correlation important in a portfolio?
  7. Can I customize a portfolio of CMG strategies?
  8. What are the minimum investment amounts at CMG?
  9. Do you offer tax advantaged approaches?
  10. How does CMG differ from the typical investment management firm?
  11. What makes CMG’s platform of investment strategies so unique?
  12. How do I know which strategies I should choose?
  13. What makes a CMG portfolio potentially more resilient during bear markets?
  14. What makes CMG a superior alternative to other tactical money managers?

What are tactical investment strategies?

Tactical simply means planning and positioning to accomplish a purpose. Tactical investment strategies are trading strategies that seek to capitalize on identified investment opportunities. To understand tactical it is important to understand price momentum. Tactical strategies utilize a systematic mathematical process to identify price momentum.  While all tactical investment strategies look to identify and profit from price momentum, strategies measure momentum in a number of different ways. One strategy might measure the direction of an assets’ price momentum against itself (tactical trend following) while another strategy might compare the price momentum of different assets against each other seeking to position into the asset or assets showing the strongest relative price strength (tactical relative strength).

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Do you offer Separately Managed Accounts and Mutual Funds?

Yes.  CMG launched its first managed account in 1993 with the CMG Managed High Yield Bond Program.  Since then, we have added a broad range of tactical strategies to our managed account platform. Additionally, we currently have three mutual funds in the CMG Family of Funds (www.cmgmutualfunds.com).

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What are the fees for CMG’s Managed Accounts?

Please contact your CMG Representative to determine the specific fee structure for the platform you are using.

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On which custodial/brokerage platforms does CMG offer its strategies?

CMG offers its strategies through most major platforms including: Axos Advisor Services (formerly E*TRADE Advisor Services), Schwab, TD Ameritrade, Fidelity, Wells Fargo, Envestnet, Adhesion, FOLIOfn, and FolioDynamix. The CMG family of mutual funds may be offered on those platforms as well as most other brokerage platforms.

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What are overlay platforms?

Overlay platforms, like Envestnet or Adhesion, are model aggregators that connect money managers with advisors. They allow advisors that custody assets at firms like TD Ameritrade, Charles Schwab, Fidelity / NFS and Pershing to use their services without developing direct relationships with money managers.

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Why is non-correlation important in a portfolio?

Non-correlation is important in a portfolio because it creates a diversified portfolio that is more likely to withstand volatile market conditions. Non-correlating strategies have the ability to  potentially generate returns in various market environments. Please remember that past performance may not be indicative of future results.

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Can I customize a portfolio of CMG strategies?

Yes. Depending upon the strategies offered on any given platform, portfolios can be customized to adjust to your specific risk tolerance and long-term investment goals.

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What are the minimum investment amounts at CMG?

For separately managed account, CMG has a $25,000 account minimum. For any account allocated to the CMG Opportunistic All Asset Strategy (mutual fund portfolio), the account minimum is $50,000. Mutual Fund minimums vary from $2,500 to $5,000 depending on the platform. Please contact your CMG representative for further details.

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Do you offer tax advantaged approaches?

CMG offers several strategies through Nationwide Advisory Solution’s Monument Advisor Variable Annuity flat rate annuity platform.

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How does CMG differ from the typical investment management firm?

CMG believes in Enhanced Modern Portfolio Theory (EMPT). EMPT is the concept of shifting the traditional 60/40 portfolio to a portfolio that reduces equity and fixed income exposure and adds exposure to tactical investment strategies creating a 33/33/34 portfolio. We believe this represents what a balanced portfolio should look like in today’s market.

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What makes CMG’s platform of investment strategies so unique?

The CMG Investment Research team focuses on developing innovative, systematic “rules-based” trading strategies.   Strategies typically have low to no correlation with the other strategies on our platform in addition to having lower correlation with the equity and bond markets overall.  Investments with lower correlations help to lower risk and overall portfolio volatility without diluting the potential for portfolio returns.

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How do I know which strategies I should choose?

Our Investment Research team utilizes sophisticated statistical modeling to create risk managed portfolios.  Your CMG representative will help you create a portfolio tailored to your specific investment objectives.  This will often differ for each advisor and some advisors will have a different mix for their conservative, moderate and aggressive investment portfolios.

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What makes a CMG portfolio potentially more resilient during bear markets?

CMG strategies are tactical and systematically managed.  Holding periods typically range from very short term (I to 3 days) to intermediate term (several months).  While some strategies can be short equities or bonds, all strategies can move to cash and other defensive market positions as a way of managing risk during corrections and bear markets.

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What makes CMG a superior alternative to other tactical money managers?

The CMG platform of strategies includes systematic trading strategies, therefore all trading is based on a specific set of rules that are followed with an exacting level of discipline.  Over various market cycles, the strategies generate more positive months than negative months.  The portfolios tend to have lower drawdowns than the markets and than the individual strategies on a stand alone basis.

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IMPORTANT DISCLOSURE INFORMATION

Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk.   Therefore, it should not be assumed that future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended and/or undertaken by CMG Capital Management Group, Inc. (or any of its related entities-together “CMG”) will be profitable, equal any historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. No portion of the content should be construed as an offer or solicitation for the purchase or sale of any security. References to specific securities, investment programs or funds are for illustrative purposes only and are not intended to be, and should not be interpreted as recommendations to purchase or sell such securities. Moreover, you should not assume that any discussion or information contained herein serves as the receipt of, or as a substitute for, personalized investment advice from CMG or the professional advisors of your choosing.

Important disclosure information: This website, and above links, contains information that has multiple authors and will offer multiple opinions on topics of interest. Any original written material on this website, either authored by CMG staff or external authors, are strictly the opinion of the author and not of CMG. If you find material that is inaccurate or defaming in any way, please contact us.

No Solicitation or Investment Advice: The material contained on this website is for informational purposes only and CMG is not soliciting any action based upon such material. The material is not to be construed as an offer or a recommendation to buy or sell a security nor is it to be construed as investment advice. Additionally, the material accessible through this website does not constitute a representation that the investments described herein are suitable or appropriate for any person.
Various links on this site will allow you to leave the CMG Web site. The linked sites are not under the control of CMG, and CMG is not responsible for the contents of any linked site or any link contained in a linked site, or any changes or updates to such sites. CMG is not responsible for any correspondence via email or any other medium, email list servers, webcasting or any other form of transmission received from any linked site. Links to external sources do not imply any official endorsement by CMG or the opinions, ideas or information contained therein, nor guarantees the validity, completeness or utility of the information provided. Reference herein to any products, services, processes, hypertext links to third parties or other information does not necessarily constitute or imply endorsement, sponsorship or recommendation. CMG shall not be held liable for improper or incorrect use of data or information contained in any electronic publications. Data, information, and related graphics contained in electronic publications are not legal documents and are not intended to be used as such. CMG gives no warranty, express or implied, as to the accuracy, reliability, utility or completeness of any information contained in any electronic document.

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