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CMG Opportunistic All Asset Strategy

Risk Profile: Moderate Growth

The CMG Opportunistic All Asset Strategy is a quantitative investment strategy that analyzes a broad universe of mutual funds or exchange traded funds (ETFs) to determine a portfolio allocation with the goal of generating positive returns over multiple market cycles.

The portfolio construction process utilizes proprietary mathematical and technical indicators to identify mutual funds or ETFs with emerging price trends across asset classes and market sectors. The portfolio is typically comprised of up to 11 positions that are designed to serve as an active risk managed solution versus traditional buy-and-hold equity investing.

Please click below on the platform where you would like to access the strategy:

In order to provide our advisor clients greater access to our strategies, CMG offers the Opportunistic All Asset Strategy on a variety of custodial platforms.  While CMG utilizes the same portfolio construction process, each Opportunistic All Asset Strategy portfolio will select from a universe of either mutual funds or exchange traded funds (ETFs) available on that platform.  Although the methodology is designed to have similar risk/return characteristics over time, each Opportunistic All Asset Strategy is a unique and separate portfolio.  Based on this process, allocations and performance across platforms will vary.

• Trust Company of America

** Please note: Distributions from the strategy may be subject to short-term mutual fund redemption fees assessed by the fund companies.

Portfolio Diversification and Correlation Analysis:  When diversifying your portfolio, it is important to understand how each strategy correlates to your other positions. We believe the key to long-term success is how you weave a number of low-correlating strategies into your portfolio and manage those allocations over time.

Past performance is no guarantee of future returns.

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Important disclosure information: This web site, and above links, contains information that has multiple authors and will offer multiple opinions on topics of interest. Any original written material on this web site, either authored by CMG staff, or external authors, are strictly the opinion of the author and not of CMG. If you find material that is inaccurate or defaming in any way, please contact us.

No Solicitation or Investment Advice: The material contained on this website is for informational purposes only and CMG is not soliciting any action based upon such material. The material is not to be construed as an offer or a recommendation to buy or sell a security nor is it to be construed as investment advice. Additionally, the material accessible through this website does not constitute a representation that the investments described herein are suitable or appropriate for any person.