Wealth Management
CMG is an SEC registered investment advisory firm. For over 30 years, we have helped investors defend and grow their wealth. As fiduciaries, we believe in taking a holistic, goals-based approach to managing wealth.
Today’s global investment markets are increasingly complex and unpredictable. Buying and holding stocks, bonds, and mutual funds creates a portfolio dependent on a bull market and with the potential for increased volatility.
With a complete understanding of your investment goals, risk tolerance, and expectations, we build a customized portfolio including actively managed strategies, alternative investments, and specialized private investments designed to meet your expectations.
To learn more, download “How We Think About Wealth.”
Endowment-Style Investing
Move beyond traditional buy-and-hold and adopt an investment approach that is truly diversified: one that allocates across global asset classes including equities, credit, real assets, and absolute return strategies, whether in public or private assets.
We build portfolios using a top-down, thesis-driven approach based on where we see opportunities given our economic and investment outlook. We source best-in-class managers and funds, which allows us to build an “endowment-style” portfolio that’s scalable for families and individual investors.
Using this approach, we can help clients better manage their portfolio returns, risk, and liquidity needs. We can incorporate asset classes to improve diversification and provide more predictable, better risk-adjusted returns.
We don’t chase markets, and we use the breadth of our investment and industry experience to advise clients on how best to preserve and grow their wealth.
Private Investments
We rely on decades of relationship building and manager sourcing to provide best-in-class private fund offerings that have traditionally been available only to pensions, endowments, family offices, and ultra-high net worth investors.
Our Investment Team sources top-tier private equity funds, hedge funds, private debt funds, real estate funds, real asset funds and other niche areas, such as trade finance, farmland, tax liens, litigation finance, and others. Adding private investments can provide an alternative source of investment returns, income streams, and additional portfolio diversification.