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Aim to reduce your exposure to market drops and preserve your wealth with an investment strategy that has largely avoided the last 11 bear markets.
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Source: Morningstar, Inc. (awarded August 2024) Data compiled by Morningstar, Inc. Based on time period from 7/1/14 – 6/30/24. CMG did not pay to participate in the Morningstar rating, but does pay a licensing fee to use the Morningstar logo. Click here for additional disclosures.
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Source: Barron’s (awarded September 2023). Data compiled by Barron’s. Based on data as of 6/30/23. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved. CMG did not pay to participate in the Barron’s rating but CMG did purchase a profile on Barron’s.
If you want financial security during bear markets and slow economies then you need an investment strategy that aims to limit your exposure
Our Premier Wealth Tactical investment philosophy is designed with a simple approach– aiming to grow capital in favorable markets and protect in less favorable, high risk environments.
Our analysts look for signs that a drop is coming, then we may exit until the market stabilizes. Following this methodology we’ve helped our clients to largely avoid all 11 bear markets since we opened our doors in 1963.
There is more you can do than “just ride it out”. Protect your financial future with a wealth management plan that aims to not leave you exposed or force you to delay retirement. Talk with an advisor today for a free review of your portfolio.