CMG Tactical Rotation Investment Strategy Now Available To Advisors Through
TCA, TD Ameritrade (direct) and PlaceMark
Allocating Between Six Asset Classes Means Greater Flexibility to Smooth
Volatility, Diminish Risk & Boost Returns
KING OF PRUSSIA, Pa., April 4, 2013
KING OF PRUSSIA, Pa., April 4, 2013 /PRNewswire/ --CMG Capital Management
Group, Inc.'s Tactical Rotation Strategy is now available to advisors on
Separately Managed Account Platforms at Trust Company of America (TCA), TD
Ameritrade (direct) and PlaceMark Investments. Other platforms are scheduled
to offer CMG's Tactical Rotation Strategy shortly.
The strategy seeks to provide absolute returns across various market
environments. It allocates the portfolio to the top two asset classes from a
universe of six – domestic equities, international equities, bonds,
commodities, REITs and cash. The strategy makes investment allocation
decisions monthly. Once the portfolio is allocated, the positions are held and
monitored for the entire month.
CMG has $424 million AUM, as of 3/31/2013, in tactically managed accounts for
individuals and advisors. CMG investment strategies are also available in a
Variable Annuity through Jefferson National.
"In this market it's better to have a large core allocation to tactical
trading strategies that can trade uptrends and downtrends, without focusing on
a long directional bias," said Stephen Blumenthal, founder and CEO of CMG
Capital Management Group, Inc. "Our exclusive tactical investment model
analyzes several factors thathelp us re-deploy assets for defensive positions
or tactical opportunities. With interest rates at unprecedented lows, world
economies in turmoil, and the U.S. in a tenuous recovery, flexibility is
critical in developing investment portfolios. Our philosophy is to have
targeted bets, but have a large core that has the flexibility to be defensive
and to trade in different directions."
The CMG Tactical Rotation Strategy employs a 100% quantitative proprietary
algorithm to determine portfolio positions. The portfolio can have three
different allocations: 100% invested, 50% invested, 100% cash. CMG's overall
investment approach is to weave a number of low-correlating strategies into a
portfolio and manage those allocations over time.
About CMG Capital Management Group
For more than 20 years CMG Capital Management Group has been a trusted and
valuable resource for advisors seeking proven and effective investment
strategies for their clients. CMG Capital Management Group offers managed
accounts, mutual funds and variable annuities through Jefferson National that
are constructed to benefit from current economic conditions, and aim to
provide steadier performance in all market cycles. CMG Capital Management
Group applies its proprietary quantitative models to equity, fixed income, and
a variety of tactical investing options. CMG Capital Management Group, Inc.
was founded by Stephen Blumenthal in 1992. Mr. Blumenthal serves as the firms'
chief investment strategist, and he guides the firms' development and growth.
CMG Capital Management Group Background: http://www.cmgwealth.com/
CMG Capital Management Group Research and Insight:
SOURCE CMG Capital Management Group, Inc.
Contact: Frances Del Valle, Influence Consulting Group,
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