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).
- What are tactical investment strategies?
- Do you offer Separately Managed Accounts and Mutual Funds?
- What are the fees for CMG’s Managed Accounts?
- On which custodial/brokerage platforms does CMG offer its strategies?
- What are overlay platforms?
- Why is non-correlation important in a portfolio?
- Can I customize a portfolio of CMG strategies?
- What are the minimum investment amounts at CMG?
- Do you offer tax advantaged approaches?
- How does CMG differ from the typical investment management firm?
- What makes CMG’s platform of investment strategies so unique?
- How do I know which strategies I should choose?
- What makes a CMG portfolio potentially more resilient during bear markets?
- What makes CMG a superior alternative to other tactical money managers?
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 four mutual funds in the CMG Family of Funds.
Please contact your CMG Representative to determine the specific fee structure for the platform you are using.
CMG offers its strategies through most major platforms including: Trust Company of America, Schwab, TD Ameritrade, Fidelity, Wells Fargo, Envestnet, Adhesion, Folio, FolioDynamix, and Sawtooth. The CMG family of mutual funds may be offered on those platforms as well as most other brokerage 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.
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.
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.
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.
CMG offers several strategies through Jefferson National’s Monument Advisor Variable Annuity flat rate annuity platform.
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.
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.
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.
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.
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.
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.
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