Capital Management Group Introduces "Wealth Preservation" Portfolios
New approach to investing greatly reduces volatility for risk-averse investors.
Online, August 5, 2010 (Newswire.com) - Washington, DC - August 5, 2010 - Capital Management Group, LLC announces the immediate availability of an additional portfolio management strategy intended to protect asset values while delivering a reasonable rate of return independent from wild swings in the stock market.
The unique Wealth Preservation Investment Process is designed for investors who have accumulated significant wealth and whose overriding investment objective is to insulate that wealth from market volatility. It addresses a range of client requirements, including:
- Preserving a nest egg to support retirement withdrawals.
- Minimizing exposure to the variability of the stock market.
- Achieving competitive and relatively steady returns from investment growth and income.
The Wealth Preservation approach is available for all or part of a client's investment portfolio. For instance, a client can assign a specified amount of assets critical to maintaining their lifestyle to a Wealth Preservation account, with the remainder of their assets targeting a more traditional conservative, moderate or aggressive investing style. All are managed centrally by CMG, including distributions to the client and transfers between accounts as necessary to maintain the appropriate balance for that client.
The need for such a personalized investment process has clearly grown over the past few years, but CMG's introduction of the new service is not just a reaction to current market conditions, nor does it reflect expectations of future market declines. Rather, it recognizes that many client circumstances call for a less-risky long-term investment strategy regardless of the market climate.
Bill Brennan, principal owner of CMG explains, "Many of our clients have made it clear that their benchmark is not the S&P 500, it's their ability to support their retirement income needs and family legacies. Shifting the focus of their investments from fluctuations in the stock market to the achievement of their objectives resonates with our clients and gives them crucial peace of mind."
Wealth Preservation accounts primarily hold a variety of high-quality fixed income investments; particularly US Treasuries and Treasury Inflation-Protected Securities, US Agency securities, investment-grade corporate bonds, pre-refunded municipal bonds and CDs. Portfolios also include hedged equity positions and potentially other alternative investments, with minimal exposure to "long" equities.
Share:
Tags: bond, Financial Plan, Invest, investment advisor, personal finance, risk, stock, stock market, washington dc, wealth, wealth management