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Investment Strategy

Why Choose CMC As Your Wealth Manager

Our investment strategy at Capital Management Consultants shows through at the core of everything we do. We differ from many investment firms by using a core-satellite asset allocation approach in most portfolios. Of course, the individual goals of our clients are considered in every situation as well, so every portfolio will differ. If you are interested in learning more about our unique approach to wealth management, more information about our investment strategy is discussed below. 

Finance

What is Core-satellite Asset Allocation?

Core-satellite asset allocation is an investment strategy that combines a core portfolio of low-cost, passive investments with satellite investments that are actively managed or focused on specific sectors. The core typically consists of broad market index funds or ETFs, providing stability and diversification. The satellite portion allows for the potential of higher returns through targeted investments in specific assets or strategies.

The benefits of this approach include reduced overall risk through diversification, the potential for enhanced returns from the satellite investments, and the ability to adjust the satellite portion based on market conditions or personal investment goals. This strategy strikes a balance between stability and growth, making it appealing for many investors.

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