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Investment Strategies

CMC’s independent research can be accessed by advisors through a series of globally diversified model portfolio strategies available on most major independent custodial platforms, select turnkey asset management platforms or directly for advisors who prefer private labeled versions of these models from trade signals received directly from CMC. We offer both traditional long-only as well as alternatives model portfolios.

Our platforms include:

  • Envestnet
  • Adhesion
  • Jefferson National
  • Sawtooth Asset Management
  • MMXChange

CMC Investment Philosophy

  • We are fundamental, incremental, and global in our thinking.
  • We believe investment success is measured over time - not in a single trade.
  • Economic, market and investor change requires continuous prudent asset positioning with disciplined security selection.
  • We strive to exploit sustainable economic tailwinds, pricing inefficiencies and products poised to exploit these trends while mitigating the impact of economic and market headwinds.

Advisors who select CMC strategies gain uniquely through:

  • 24/7 access to a dedicated, downloadable model strategy research portal
  • Re-purposeable investor newsletters and News Alerts (we also offer the option of private labeling these for each advisor’s brand)
  • Weekly capital market updates
  • Quarterly updated strategy factsheets for client communications
  • A robust economic and market chart library
  • Monthly online presentations by sleeve level managers
  • Documented rationale for allocation and manager positioning
  • Annual strategy re-balancing

Where are CMC Portfolio Strategies Available for Advisors?

  • Directly Through Trade Signals from CMC
  • TD Ameritrade’s UMAX & Separate Account Exchange Programs
  • Schawab’s Marketplace, and Fidelity’s MAP through the Adhesion Wealth Advisor Solutions WealthMark brand
  • Envestnet (Envestnet clients should request CMC strategies from their Envestnet rep)
  • Placemark’s Marketplace Platform
  • Trade PMR
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