Since we realize that there is no “one size fits all portfolio”, our platform is designed to be open architecture. Institutional investors who access CMG at our Premier Custodian – E*Trade Advisor Services (E*Trade), have the ability to create customized portfolios using the entire suite of CMG’s strategies.
Using our custom portfolio feature you can:
- Design portfolios with targeted risk/return objectives to meet specific client needs.
- Streamline your business at CMG with portfolio groups called “Composite Models” allowing you to simply rebalance or reallocate all of your client accounts at once.
- Have a professional front-end sales presentation customized with your firm and client information.
Through E*Trade’s technology, you can use any combination of CMG’s strategies in one account with one reporting statement.
Click here for an example of a CMG Custom Portfolio Report.
Let your CMG Representative guide you through this customization process. Call us at (800) 891-9092.