This Day On The Street
Continue to site
This account is pending registration confirmation. Please click on the link within the confirmation email previously sent you to complete registration.
Need a new registration confirmation email? Click here

Overwhelming Majority Of Financial Advisors Likely To Recommend Tactical And Alternative Investments In 2013, According To CMG Survey

KING OF PRUSSIA, Pa., Nov. 12, 2012 /PRNewswire/ -- A survey conducted by CMG, an SEC registered investment advisor outside of Philadelphia, reveals that 83% of advisors are currently using tactical and alternative investments and 84% are likely to recommend them to their clients in 2013. The survey, conducted at the annual Financial Planning Association (FPA) Experience 2012 Conference in San Antonio, also revealed that less than a quarter (23%) of advisors surveyed still use the traditional 60-40 stock/bond allocation.

"The returns of many traditional investments and strategies have been volatile and disappointing for most investors," said CMG Managing Director & Head of Distribution, Michael Sciortino, Sr. "This survey shows that the advisor community is overwhelmingly embracing tactical strategies to provide investors with a smoother, steadier investment experience."

Tactical strategies are designed to create value, particularly in volatile or uncertain markets, by providing exposure to low or non-correlated assets. According to the survey, 87% of advisors now believe a portfolio constructed using both tactical and strategic allocations offers more value than a portfolio that doesn't invest in both. 

"As more investors become familiar and comfortable with tactical strategies we believe the assets will grow dramatically," Mr. Sciortino added. "Advisors are extremely interested in ways of using tactical investments to successfully navigate the challenges of the investment world by utilizing liquid, transparent and cost-effective tools like ETFs and mutual funds."

Since 1992, CMG has embraced uncommon solutions – the application of tactical investments as part of a progressive diversification strategy.

The Financial Planning Association (FPA) is the largest membership organization for personal financial planning in the US and includes professionals from all backgrounds and business models.

A detailed summary of the survey findings can be found at For a copy of the survey findings or more information on CMG, please contact Elissa Magnavita at 1.800.891.9092 ext. 144 or


1 of 2

Check Out Our Best Services for Investors

Action Alerts PLUS

Portfolio Manager Jim Cramer and Director of Research Jack Mohr reveal their investment tactics while giving advanced notice before every trade.

Product Features:
  • $2.5+ million portfolio
  • Large-cap and dividend focus
  • Intraday trade alerts from Cramer
Quant Ratings

Access the tool that DOMINATES the Russell 2000 and the S&P 500.

Product Features:
  • Buy, hold, or sell recommendations for over 4,300 stocks
  • Unlimited research reports on your favorite stocks
  • A custom stock screener
Stocks Under $10

David Peltier uncovers low dollar stocks with serious upside potential that are flying under Wall Street's radar.

Product Features:
  • Model portfolio
  • Stocks trading below $10
  • Intraday trade alerts
14-Days Free
Only $9.95
14-Days Free
Dividend Stock Advisor

David Peltier identifies the best of breed dividend stocks that will pay a reliable AND significant income stream.

Product Features:
  • Diversified model portfolio of dividend stocks
  • Updates with exact steps to take - BUY, HOLD, SELL
Trifecta Stocks

Every recommendation goes through 3 layers of intense scrutiny—quantitative, fundamental and technical analysis—to maximize profit potential and minimize risk.

Product Features:
  • Model Portfolio
  • Intra Day Trade alerts
  • Access to Quant Ratings
Real Money

More than 30 investing pros with skin in the game give you actionable insight and investment ideas.

Product Features:
  • Access to Jim Cramer's daily blog
  • Intraday commentary and news
  • Real-time trading forums
Only $49.95
14-Days Free
14-Days Free
AAPL $93.74 0.00%
FB $117.58 0.00%
GOOG $693.01 0.00%
TSLA $240.76 0.00%
YHOO $36.60 0.00%


Chart of I:DJI
DOW 17,773.64 -57.12 -0.32%
S&P 500 2,065.30 -10.51 -0.51%
NASDAQ 4,775.3580 -29.9330 -0.62%

Free Reports

Top Rated Stocks Top Rated Funds Top Rated ETFs