CMG offers multiple strategy blends based on conservative through aggressive risk tolerances to help simplify your investment decision making process.
Each strategy blend is a diversified portfolio of approved strategies from our platform - available to you in one liquid, transparent managed account.
Conservative Blend:
Seeks to provide you with income and capital appreciation by overweighting the blends into the tactical fixed income managers from our platform. The portfolio seeks a conservative level of total return (5-10%) consistent with a conservative level of risk (<5%).
Moderate Blend:
Seeks to provide you with capital appreciation and income by investing in a blend of tactical fixed income, tactical equity, and tactical long/short managers from our platform. The portfolio seeks a moderate level of total return (10%-15%) consistent with a moderate level of risk (<10%).
Aggressive Blend:
Seeks to provide you with capital appreciation by overweighting the blends into the tactical equity and tactical long/short managers from our platform. The portfolio seeks an aggressive level of total return (>15%) consistent with an aggressive level of risk (<15%).
Please note, at any specific point in time, the value of the portfolio may experience positive and/or negative returns in excess of the return objective. Please review the important disclosure information by clicking on the link below.
|
 |
|
