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.
CMIQ's Risk Managed Income Strategy
Invest in High Yield Bond Funds
Attractive Income and Superior Negative Volatility Profile
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 Permitted Investment List
Includes diversified, concentrated, special purpose, alternative and exotic investments that CMIQ has approved for suitable clients
CMIQ's Global Tactical Balanced Index
Rules Based Approach
Invest in up to 16 asset classes
Macro Approach with High Diversification
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.
© Capital Markets IQ LLC 2015
Los Angeles Office:
515 S. Figueroa Street, 16th Floor
Los Angeles CA 90071
427 N. Tatnall, Suite 52811
Wilmington, DE 19801