Through several years of development CMG has developed a combined value and momentum investing methodology that can be slightly modified to serve the interests of different investors.
Different investors have different risk profiles and different time horizons. Nearly all of them can be served well by beginning with a value oriented approach. A value oriented approach is the basis for all of our portfolio holdings in that it seeks to provide a "moat" of protection against unforseen circumstances while still allowing for upside appreciation potential. For this reason all of our strategies start with a value-first approach followed with momentum as the secondary consideration.
CMG is providing its investment management service through what is known as a managed accounts solution. Managed accounts is an ever increasing investment management solution that has many advantages clients welcome. You the client, open and fund an account with a service provider, known as a custodian, and simply give CMG the discretion to simply invest those funds. These custodians are pretty household names. The leading custodians for separately managed accounts are Charles Schwab, Fidelity Investments, TD Ameritrade, and Interactive Brokers.
A managed account allows an investment manager the ability to invest your funds in a variety of financial investments and you the client can receive a single financial statement. If you have particular requirements on the types of investments you want to avoid, it is an easy accommodation using separately managed accounts. Furthermore, a separately managed account also allows us to spread the transaction costs for any of our executed investments across clients. Again providing a benefit to you.
If separately managed accounts are a new to you, we've provided a short video below for your review.
What Are Separately Managed Accounts?
Website, Newsletter & Podcast Publishing
We are also the publisher of Free and Premium Stock Investing Newsletters. We distribute these newsletters through our sister website www.gmcstockpicks.com. The free newsletter and website is an electronic multimedia rich publication providing timely stock market information and market education. Our free weekly newsletter provides the above plus a free 12-month outlook quality in depth stock pick. Our premium weekly newsletter provides barebone recommendations for one-to-two week stock picks for swing and day traders as well as several quality 6-month outlook stock picks.