Diversification with a purpose.  The Capital Management Group believes diversification is a crucial factor in investment success.  However, attention must be given to the underlying investment instruments and strategy in order to properly diversify.  We seek to diversify our portfolios across:

• Market instruments
• Asset classes
• Geographical locations
• Strategies

Risk exists with participation in any market and cannot be eliminated.  However, we believe that risk can be minimized.  When reviewing available investment options, we choose to place a significant emphasis on risk metrics in order to limit the risk of loss as much as possible.

We seek to add value by diversifying our portfolios across multiple asset classes and investment strategies and selecting fund managers with excellent qualifications.  We employ a proprietary review process at both the quantitative and qualitative levels for the asset allocation and manager selection, while focusing on risk throughout the entire process.

Strategy Team:

• Jeffrey Phillips, CFA, CPA
• Frank Germack, CFA
• Joe Olekszyk, CFP®

Securities offered through Royal Alliance Associates, member FINRA/SIPC. Investment advisory services offered through Rehmann Financial, an SEC Registered Investment Advisor not affiliated with Royal Alliance Associates.