Why You Should Consider The Benefits of A Managed Account

401K ? – Check. IRA ? – Check. Managed Account ? – WHAT??? Why You Should Consider The Benefits of A Managed Account & Why You Should Consider CMG Investment Management

CMG Investment Management An Investment Manager & Managed Account Provider

401 K Plan

Just like the many well known investment vehicles like the IRA and the 401K, the Managed Account is an emerging investment vehicle gaining popularity. This Managed Account vehicle provides investors greater: • Control • Transparency • Customization

Universal Life Insurance

IRA Account

Trust & Minor Accounts

Annuities

Investment Vehicles

Mutual Funds (Taxable)

ETF’s (Taxable)

Managed Accounts

Investment Vehicles

Real Estate

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A Managed Account is an investment brokerage account you, the client opens, and simply give management discretion to an investment manager or financial advisor.

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The account is in your control. The investment manager for the account cannot withdraw or transfer funds. You the account holder can see your positions and balances 24 hours/day, 7 days a week – a luxury not provided by mutual funds.

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This service has been available for years, but is now gaining popularity because advances in software now allows investment managers to efficiently manage multiple client accounts. The cost for managing this kind of account continues to drop considerably. Consequently, this product has now become available to upper and middle class investors.

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Click here to watch a short video on the how Managed Accounts work and their benefits: http://youtu.be/3HGzkaqmRTk

What Are Managed Accounts?

The Difference Technology Makes •

Mainstream firm’s account minimums have declined for the managed account service to meet middle class investors .. unfortunately, their quality of service has also declined. Managed Account Providers

Account Minimum

Access To Investment Manager

Account Holdings

Annual Fee

Website

E*Trade

$

25,000

No

Mutual Funds, ETFs

Not Disclosed

http://goo.gl/7FCrZ0

Charles Schwab

$

100,000

No

Stocks, Mutual Funds, ETFs

Not Disclosed

http://goo.gl/MojCYE

Fidelity

$

200,000

No


Not Disclosed

http://goo.gl/e2eDVn

TIAA-CREF

$

1,000,000

Yes


Not Disclosed

http://goo.gl/sz4Jhd

CMG Investment Management

$

25,000

Yes

Stocks

2.75%

http://connermg.com/

Managed Account Providers

See How A CMG Managed Account Compares To Your Other Choices. Feature

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Vehicle

CMG Managed Account

401K

IRA

Universal Life Insurance

Mutual Funds (Stand Alone)

ETFs (Stand Alone)

Real Estate (Non REIT)

Conservative To Aggressive

Conservative

Conservative

Conservative




Yes / No

Yes

Yes

Yes

No

No

Yes

Typical Investments

Stocks

Mutual Funds

Mutual Funds

Mutual Funds, Stocks, Bonds

Stocks & Bonds

Stocks

Real Property

Average # of Stocks Held

10 - 20

150+

150+

Varies

150+

Varies

N.A.

Yes

No

No

No

No

Yes

No

Strategies Tax Benefits

Access to Portfolio Holdings & Value 24/7 Access to Investment Manager

Yes

No

No

No

No

No

Yes

Average Annual Fee

~3%

~3%

~3%

~2%

~3%

~1%

~2%

Customized Service

Yes

No

No

No

No

No

Yes

Unexpected Tax Liabilities

No

No

No

No

Yes

No

No

Conflicts of Interest

No

Unknown

Unknown

Unknown

Unknown

Unknown

No

Investment Vehicle Comparison

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•

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Proprietary Algorithms – CMG continues to be pleased with the performance of its comprehensive proprietary algorithms that reviews and values about 6,000 stocks weekly in a consistent and methodical manner. Thoroughness – CMG incorporates a wide range of measures and only invests in established mainstream companies: no IPO’s, no thinly traded stocks, no penny stocks.

Proprietary Algorithms Valuing Nearly 6,000 Stocks Weekly

Fundamental Analysis (Accounting & Finance Measures)

Experience – CMG’s founder has over $15BN worth of international experience on complex transactions as a credit analyst, banker, and equity investor.

Why CMG Investment Management?

Technical Analysis (Price & Volume Measures)

Market Sentiment (Macro Market Indicators)

Managed Account Provider Conservative & Aggressive Strategies

Proprietary Algorithms

Dividend Income


Concentrated Portfolios

Investment Manager Access

Transparency

Weekly Newsletters

Deep Value

Conservative & Aggressive Strategies

LongShort

Option Portfolio

Social Media Footprint

CMG Investment Management Features & Offerings

1. Dividend Income Strategy – – – – –

Invests in dividend paying stocks with appreciation potential. A long only (buy and hold) strategy, with minimal turnover. There is no use of derivatives. There is no shorting of stocks Invests in 10 to 20 positions at one time.

2. Deep Value Strategy – – – – –

Invests in undervalued stocks with high price appreciation potential. A long only (buy and hold) strategy. There is no use of derivatives. There is no shorting of stocks. Invests in 10 to 20 positions at one time.

Strategies

3. Long-Short Strategy – – – – –

Invests in undervalued or overvalued AND are exhibiting recent favorable price movement and sentiment. Takes both long and short positions as opportunities arise. Pursues maximum profit with expected holding periods of 3 to 6 months. Actively looks for better investment opportunities every 3 to 6 months. Invests in 10 to 20 positions at one time.

4. Option Portfolio Strategy A high-risk high-return potential strategy that invests in a portfolio of call and put options. – Positions based on undervalued or overvalued AND are exhibiting favorable movement and sentiment. – Purchases in-the-money call or put options with expiration to maturity of 4 to 9 months. – There is no shorting of stocks. – Portfolio consists of 5 to 10 positions. –

Strategies

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Our goal is to provide our clients with the best quality of investment management service possible. Our objectives are to do this both in terms of (1) Performance and (2) Quality of Service.

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We believe that today’s typical investment management experience is quite poor. There is often no or little explanation about a portfolio’s quarterly performance. In the rare instances when reports are often given, they are presented (1) within the context of very high level generalities that can apply to the description of almost any investment portfolio, or (2) using scholarly jargon that has little or no meaning to the average non-industry person.

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There have been many advances in communication and information technologies over the past decade that can substantially increase quality of service. After all, it is your hard earned money – why shouldn’t you know how well it is being invested. Many people feel as though they are simply depositing money into a little more than a savings account, that might go up in price. They are almost numb to believing that there are alternative choices that can make a real positive difference.

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At CMG, we are raising the performance and engagement bars for our clients substantially by making ourselves accessible, letting you see how we think, and sharing with you our assessments of what has gone right and wrong within our investment strategy portfolios.


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As a boutique investment management firm CMG is ready to answer your questions, provide guidance, and provide advice.

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Each month our clients receive –

A portfolio analyst report disclosing multi-month trends and highlighting characteristics of your portfolio holdings as well as a performance comparison against a broad market index.

–

A conventional monthly statement report highlighting changes in value of your individual securities and portfolio holdings.

CMG Access & Reporting

Stay informed about how we see the market and your investments casually or actively. CMG Web Properties www.connermg.com www.cmgstockpicks.com


Stay informed about how we see the market and your investments casually or actively. Facebook | Google+ | Twitter


Stay informed about how we see the market and your investments casually or actively. YouTube | iTunes | Stitcher Radio


Conner Management Group is an investment management firm serving the interests of: – Individuals & Families – Businesses – Financial Advisors – Fund Managers All of our strategies are driven by our value oriented proprietary algorithms, which can be readily modified to suit specific preferences or needs.

Who We Serve

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CMG was founded in February 2013 by G. Mathis Conner Bachelor of Science - Rensselaer Polytechnic Institute Master of Engineering - Cornell University MBA – University of Chicago

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Career Experience (Engineering, Banking, Business Development) Broad and thorough experience in the alternative investment space. As an engineer, banker and investor, worked on the development of over $15 Billion of infrastructure projects : power, pipeline, mining, oil & gas, real estate, and sports arenas.

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Recent Noteworthy Accomplishment Solely authored proprietary algorithms that reviews and ranks over 6,000 stocks weekly - identifying both undervalued and overvalued equities poised to revert to true value. Algorithms only examines mainstream stocks traded on the major exchanges with at least a 5 year trading history – no IPO’s, no Penny or thinly traded stocks.

CMG Team

Contact Information