1. Who is CMG Capital Management Group, Inc.? 2. What is an Absolute Return Strategy? 3. What is the CMG Absolute Return Strategies (ARS) platform? 4. How do I open an investment account with CMG and what is the minimum account size? 5. What are the fees for the programs offered by CMG? 6. Where will my account be held? 7. Is there a way to view my account online? 8. What is the benefit of transferring my Variable Annuity? 9. How often will I receive my account statement / tax reporting? 1. Who is CMG Capital Management Group, Inc.? CMG Capital Management Group, Inc. was formed in November 1992 by Stephen Blumenthal. Prior to establishing CMG, Stephen worked for Merrill Lynch Institutional/Retail and Prudential Securities. During this time, he developed a unique trading model designed to trade the intermediate term trends in the high yield bond market. While the high yield strategy remains our flagship strategy, Steve has taken his nearly 25 years of investment and trading experience and built a full service firm focused on providing a selection of the very best trading strategies to our clients. [Return to Top] 2. What is an Absolute Return Strategy? Absolute return strategies are programs that place a premium on consistent returns regardless of the current market environment. These strategies are designed to generate positive annual returns during both up and down trending markets. [Return to Top] 3. What is the CMG Absolute Return Strategies platform? CMG’s Absolute Return Strategies (“ARS”) platform offers investors managed account strategies that demonstrate low correlation to each other and the general markets. The goal is to generate attractive risk adjusted returns in all market environments. [Return to Top] 4. How do I open an account with CMG and what is the minimum account size? Upon receiving your request for more information, a representative from CMG will contact you to answer any questions, determine suitability and obtain general account information. CMG will complete all paperwork and mail to you for signatures. Your account will be established with an independent account custodian (broker or trust company) upon receipt of the signed paperwork. The minimum account size is $100,000. [Return to Top] 5. What are the fees for the programs offered by CMG? CMG charges a 2.25% management fee on the Absolute Return Strategies platform. This is charged quarterly in arrears and is deducted automatically from your account. Additional trade costs and custodial charges may apply. Please contact your CMG investment advisor representative for additional detail. [Return to Top] 6. Where will my account be held? New accounts are established with an independent trust company, brokerage firm, or mutual fund company. Accounts are typically established at Trust Company of America (Member FDIC), Interactive Brokers, Rydex Financial Services, ProFunds, and/or Fidelity Institutional Brokerage Group. You may choose to open multiple accounts or it is possible to invest in multiple strategies within a single managed account. Utilizing advanced technology and responsive client support, Trust Company of America allows you to customize investment allocations to multiple managers within a single managed account. Should you decide to add a new manager, rebalance across multiple managers or replace an existing manager; this can be accomplished without the need for you to open a new account, close your old account and deal with the frustrating account transfer process. [Return to Top] 7. Is there a way to view my account online? Yes. Investors can view their account(s) online. All web access is available through CMG’s website under the Client Login tab. [Return to Top] 8. What is the benefit of transferring my Variable Annuity? CMG offers a handful of strategies managed within a tax deferred variable annuity structure. Most variable annuities charge high fees and offer limited investment selections. CMG works with Jefferson National’s Monument Advisor Variable Annuity, the first flat-fee based variable annuity product, which offers the largest selection of mutual funds in the industry. Monument Advisor’s low-fee variable annuity product was specifically designed for registered investment advisors and their clients. [Return to Top] 9. How often will I receive my account statement / tax reporting? You will receive quarterly statements and year-end tax information directly from your account custodian. [Return to Top]
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