Capital Management Group (CMG) CEO and founder Stephen Blumenthal joined ETF Trends Publisher Tom Lydon at the ETF.com Inside ETFs conference in Hollywood, Fla. to discuss how financial advisors can better work with ETF strategists to bolster client portfolios.
CMG annually reviews hundreds of investment strategies, most of which don’t meet the firm’s criteria. The firm looks “for non-correlation, edge and experienced managers with the discipline to execute their strategy.”
“Where we’ll fit in, for example with the fixed income strategy, an advisor’s/client’s portfolio is that we run a tactical strategy that looks at seven different fixed income categories,” said Blumenthal.
Those categories include TIPS, Treasury bills, corporates, high-yield, international Treasuries and U.S. Treasuries.
Watch the video below to see the full interview.
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