Terms of Use

Privacy Policy

CMIQ Risk Managed Income Strategy

The CMIQ Risk Managed Income Strategy (“RMIS”) is compelling quantitative strategy because it takes advantage of the performance of high yield bond funds when it highly profitable to do so, and provides sell signals, that RMIS uses to rotate to US Treasuries, at times of higher volatility and principal risk. The strategy:

Utilizes a “risk-on”  and “risk-off” approach to deliver above market fixed income returns when compared with other High Yield Bond investment strategies, with minimal downside risk and volatility, in all market environments.

Has a low correlation to market based indices and the equity curves of other managers

Is transparently managed in your own brokerage account


CMIQ's Risk Managed Income Strategy

Download the Data Sheet in PDF Format for Even More Information

CMIQ's Disciplined Earnings Growth Portfolio

Research and Economic Cycle Based Approach

Invest in High Relative Value Stocks

Proven Growth with Risk Mitigation

CMIQ's Global Tactical Balanced Index

Rules Based Approach

Invest in up to 16 asset classes

Macro Approach with High Diversification

Disclaimer: Returns do not include brokerage expenses or a maximum 2% advisor fee billed quarterly in arrears.  This document has been distributed for information purposes only and should not be considered as investment advice or a recommendation to buy or sell a security.  Information contained herein was obtained from sources believed to be reliable, but not guaranteed.