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CMG > Our products > TREND Series of Portfolios > Customized Portfolios

Customized Portfolios

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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.

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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.
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