How We Manage Money - Capital Management Group, Inc.

As history has shown, markets go through both rising bull markets and more challenging bear markets, testing investor's ability to manage their emotions and make rational decisions and stick to their plan. CMG partners with some of the best economists, asset allocators and investment managers in the financial world to provide our clients with the educational resources to invest with confidence no matter what direction the markets may move.

Since our formation in 1992, CMG has specialized in tactically managed investment strategies and alternative hedge fund investments. Our experience allows us to meet the challenges of an evolving financial industry and to provide investors with liquid, tactical, non-correlating investment solutions.

A Disciplined, Balanced Approach: At the core of CMG's investment DNA is the premise that tactical investment management can achieve a better risk adjusted return than traditional buy-and-hold, stock and bond investments. We believe that active risk management, the ability to trade long, short or move to cash and the incorporation of non-traditional asset classes reduces portfolio risk and enhances return. By blending tactical investments with traditional stock and bond portfolios, we believe you can create a balanced investment approach and, importantly, a balanced emotional experience.

Accessible Innovative Investment Solutions: Advancements in technology and the development of investment instruments in the past decade give investors access to portfolio solutions that were previously available only to institutions and high net worth investors. CMG is a pioneer in implementing liquid, tactical investment solutions and democratizing alternative asset classes. Our experience with an array of trading platforms, custodians and third party investment service providers allows us to provide you with access to these solutions. You can add balance to your portfolio by investing in a liquid managed account or through the CMG Absolute Return Strategies Mutual Fund, available on most brokerage platforms. CMG also offers a number of tactical strategies via a tax deferred, variable annuity structure.

Helping Achieve Your Long-Term Investment Goals: Our experienced team of investment advisor representatives consults with you to find the right blend of tactical strategies to compliment your traditional stock and bond portfolios, provide diversification to core portfolio investments or to stand alone as a balanced portfolio - designed to provide strong risk adjusted returns that are uncorrelated to traditional asset classes.