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
Stocks Under $10 with 50-100% upside potential - 14 days FREE!

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 http://www.cmgwealth.com/ri-category/news/. For a copy of the survey findings or more information on CMG, please contact Elissa Magnavita at 1.800.891.9092 ext. 144 or elissa@cmgwealth.com

 

1 of 2

Select the service that is right for you!

COMPARE ALL SERVICES
Action Alerts PLUS
Try it NOW

Jim Cramer and Stephanie Link actively manage a real portfolio and reveal their money management tactics while giving advanced notice before every trade.

Product Features:
  • $2.5+ million portfolio
  • Large-cap and dividend focus
  • Intraday trade alerts from Cramer
  • Weekly roundups
TheStreet Quant Ratings
Try it NOW
Only $49.95/yr

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
  • Upgrade/downgrade alerts
Stocks Under $10
Try it NOW

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

Product Features:
  • Model portfolio
  • Stocks trading below $10
  • Intraday trade alerts
  • Weekly roundups
Dividend Stock Advisor
Try it NOW

Jim Cramer's protege, 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
  • Alerts when market news affect the portfolio
  • Bi-weekly updates with exact steps to take - BUY, HOLD, SELL
Real Money Pro
Try it NOW

All of Real Money, plus 15 more of Wall Street's sharpest minds delivering actionable trading ideas, a comprehensive look at the market, and fundamental and technical analysis.

Product Features:
  • Real Money + Doug Kass Plus 15 more Wall Street Pros
  • Intraday commentary & news
  • Ultra-actionable trading ideas
Options Profits
Try it NOW

Our options trading pros provide daily market commentary and over 100 monthly option trading ideas and strategies to help you become a well-seasoned trader.

Product Features:
  • 100+ monthly options trading ideas
  • Actionable options commentary & news
  • Real-time trading community
  • Options TV
To begin commenting right away, you can log in below using your Disqus, Facebook, Twitter, OpenID or Yahoo login credentials. Alternatively, you can post a comment as a "guest" just by entering an email address. Your use of the commenting tool is subject to multiple terms of service/use and privacy policies - see here for more details.
Submit an article to us!
DOW 17,098.45 +18.88 0.11%
S&P 500 2,003.37 +6.63 0.33%
NASDAQ 4,580.2710 +22.5760 0.50%

Brokerage Partners

Rates from Bankrate.com

  • Mortgage
  • Credit Cards
  • Auto

Free Newsletters from TheStreet

My Subscriptions:

After the Bell

Before the Bell

Booyah! Newsletter

Midday Bell

TheStreet Top 10 Stories

Winners & Losers

Register for Newsletters
Top Rated Stocks Top Rated Funds Top Rated ETFs