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 – Trust Company of America (TCA), 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 TCA’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.