FINRA's BrokerCheck

CMG Product: Customized Fixed Income Portfolios

High-quality, custom portfolios for each investor. The Capital Management Group provides both individual bond solutions that offer diversification and daily monitoring along with indexing strategies that provide flexibility for efficient movement along the yield curve. Our independence also allows us to search for the best available pricing for bond purchases and sales from multiple vendors. These fixed income portfolios can be customized to meet your goals and objectives.

Targeted Municipal Strategies

  • 3-year Municipal Strategy
  • 5 to 7-year Municipal Strategy
  • 10-year Strategy
  • Municipal Blend Strategy

Corporate Strategies

  • 3-year Corporate Strategy
  • 5 to 7-year Corporate Strategy
  • 10+ year Corporate Strategy
  • Corporate Blend Strategy

Investing involves risk including the potential loss of principal. There is no guarantee that a diversified portfolio will outperform a non-diversified portfolio in any given market environment. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Past performance is no guarantee of future results. Please note that individual situations can vary. Therefore, the information presented here should only be relied upon when coordinated with individual professional advice.

In general, the bond market is volatile as prices rise when interest rates fall and vice versa. This effect is usually pronounced for longer-term securities. Any fixed income security sold or redeemed prior to maturity may be subject to a substantial gain or loss.

Municipal bond offerings are subject to availability and change in price. If sold prior to maturity, municipal bonds may be subject to market and interest risk. An issuer may default on payment of the principal or interest of a bond. Bond values will decline as interest rates rise. Depending upon the municipal bond offered, alternative minimum tax and state/local taxes could apply. Discount bonds may be subject to capital gains tax.

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

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