CMEG Managed Portfolios
Have an experienced portfolio manager pick your investments for you
Aim for higher returns with our ETF Asset Allocation Model Portfolios
Take advantage of the knowledge of leading investment experts in the industry
View each of your positions in real time and maintain full visibility and control of your investment.
Investments are at least a 2 year time horizon
No lock-in period or penalties for entry/exit of the portfolio
CMEG
Managed Portfolios
The CMEG Managed Portfolios offer an Exchange Traded Funds tactical asset allocation model with a focus on low cost investing through minimal turnover, low volatility and minimal risk through broad diversification and minimized asset correlation with a long-term outlook. With this model, the focus is on capital preservation first, followed by capital appreciation and income generation.
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The benefits of choosing the CMEG Managed Portfolios
Work with a Financial Advisor or on your own to match your goals, risk tolerance, and timeline to a portfolio that's right for you.
CMEG Managed Portfolios provides ongoing monitoring and rebalancing to help keep your model portfolio on course.
Benefit from goal-oriented portfolios built on fund recommendations from the professionals our international partners.
Access your account online or via the CMEG Managed Portfolios App to track your investments, adjust your contribution, and easily update your timeline online.
A range of portfolios for every investor
Asset allocation, diversification, and rebalancing are all part of a goal-oriented investment strategy built on time-tested economic concepts. That's the thinking behind CMEG Managed Portfolios. It's a smarter approach to investing called Modern Portfolio Theory (MPT) and it influences the approach we take to investment selection.
Whether you want to save for retirement, generate additional streams of income, or manage risk, there's a CMEG Managed Portfolios model for you. See the quarterly performance of Selective Portfolios.
Simple, transparent and cost effective
The Service Fee is deducted monthly on a pro rata basis, and the minimum investment is USD 5000.
See how the annual service fee calculated.
Invest NowCMEG Managed Portfolio Types
Core Portfolios
Diversified portfolios made up of mutual funds or ETFs. Holdings span a broad range of investment styles, sectors, market caps, and regions.
Conservative Portfolio
Weighted toward fixed income with limited exposure to equities to help manage volatility. Ideal for help supplementing retirement or other income needs.
Moderate Portfolio
Designed to produce moderate and consistent returns with lower volatility over time, plus limited exposure to interest rate or equity market risks.
Aggressive Portfolio
Recommended for investors seeking a highly tactical investment approach that leverages opportunities in changing market conditions.