The CM Group
Client Focus Is Our Priority.
We at the CM Group believe that a successful investment experience begins with a clear identification and understanding of goals. Too often investment programs are implemented without connection to specific goals, resulting in portfolios that are either unnecessarily risky or unduly conservative. Why do so many investment portfolios look the same, while the individuals holding those portfolios have vastly different personalities, needs and goals?
We establish a schedule for monitoring and “checking in” to ensure that we are on track to achieving goals and to make course corrections as necessary based on market or other factors.
Investment management has evolved over the last several decades. The role of the Investment Advisor is no longer to recommend individual stocks to buy and sell – the information age has ensured that all public information about a specific company is instantaneously available to thousands of investment analysts and millions of investors. Any opportunity to gain an advantage through superior information has long since passed. The role of the Advisor, as discussed above, is to gain superior knowledge about their Clients, thereby allowing them to offer true value by delivering investment outcomes linked to real goals. This is the approach of the CM Group.
