chartCIGX, LLC, capital management, offers the global strategies model portfolio series. These model portfolios range from conservative to aggressive and use a macro-economic, a.k.a top-down, fundamental analysis approach to asset management. Emphasis is placed on diversification, and special research is performed on global growth, corporate governance, and political and social economics. These models have an initial asset allocation and geographical allocation, which are then reviewed quarterly and analyzed based on the above noted factors.

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Click on the following to see a preview of our model portfolios as of September 30, 2009:

Case Study 3

Posted by on May 17, 2016 in Asset Management | 0 comments

The purpose of financial planning is to attain financial security, which everyone defines differently.  In the ideal situation, we start early, establish goals, develop a plan, and consider as many contingencies as possible.  A financial advisor can assist in many ways. For example, car accident victims, or any other type of personal injury claim, are usually compensated in one of two ways. Most of the time, they get a check and are sent on their way.  That money is usually gone in a couple of years, if not sooner.  Sometimes these...

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Asset Management

Posted by on Jul 21, 2014 in Asset Management | 0 comments

Asset management When we talk asset management, most of my conversations focus on what to buy, and sometimes when to buy it. These are difficult decisions to reach. However, We never talk about when to sell an investment. The sale of a security is at least as important as the purchase, since the sale completes the transaction and is the only time we know if we made or lost money. This decision is even more difficult to reach. The sell decision is mired in complexity. Behavioral finance is trying to ascertain the reasons for the difficulty...

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What is the Role of the Portfolio Manager?

Posted by on Mar 19, 2013 in Asset Management | 0 comments

Simply put, the role of the portfolio manager is to provide the discipline and the knowledge to help you achieve your goals. Financial Planning is the process of identifying problems and goals, and developing plans, methods, and tools to solve those problems and attain those goals.  Once the planning process is complete, the advisor generally turns to saving and investing to help meet financial goals. The role of the portfolio manager is often underappreciated and misunderstood.  What you see and read in the media, and what I hear all the...

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