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At CMIQ we know that no single advisor can do everything well. As a result we encourage our team to take advantage of a seasoned group of money managers.

The Permitted Investment fact sheet (on the right) does not simply represent "stuff our managers have bought." Members of our asset management have designed and run customized portfolio managed strategies across all of these asset types. If you or your client wants or needs specialty expertise, we are able to accommodate a broad range of needs.

There is a high likelihood that we can accommodate every client need with a strategy that we have deployed before. The fact sheets below, on some of our featured strategies, will give you a feel of the kind of solutions we generate for clients every day.

Experience Counts

The information provided on this website is 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.

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