Core Portfolio Models

As a true independent advisor, we at CG Advisor Network believe you should have a choice on deciding what the best investment solution is for your client. We offer turn-key managed portfolios, a unified managed account platform for high net worth clients, and the ability to design a custom solution for your clients. We understand that each client is unique and has different objectives, that is why we give you an open architecture platform to create a client solution that best fits their needs.

Investment Policy Committee

The CG IPC is a six-person committee of professional investors with diverse backgrounds. The IPC is overseen by an Advisory Panel of experienced financial advisors who act as fiduciaries. The fiduciary standard of care requires that a financial advisor act solely
in the client’s best interest when offering personalized financial advice.

WealthBuilder Portfolio

Strategies are risk-based investment portfolios. Cost-efficient investing is at the core of these strategies. The CG Investment Committee employs a disciplined management process. Each strategy is managed to be consistent with the benchmark risk level. After thorough analysis, active tilts are implemented based on current economic conditions. The strategy employs passive and active managers using both mutual fund and exchange traded fund vehicles. These will regularly include the following types of funds:

  • Common stock
  • Investment grade bond
  • High-yield bond
  • Real estate
  • Commodity

WealthMark Portfolio

Strategies are risk-based investment portfolios. The CG Investment Committee employs a disciplined active-management process. Each strategy is managed to be consistent with the benchmark risk level. After thorough analysis, active tilts are implemented based on current economic conditions. The strategy employs passive and active managers using both mutual fund and exchange traded fund vehicles. These will regularly include the following types of funds:

  • Common stock
  • Investment grade bond
  • High-yield bond
  • Real estate
  • Commodity
  • Alternative investment

The strategies opportunistically seek excess returns.

Advisor As Portfolio Manager

We understand that are core model portfolios and unified managed account solutions may not be a fit for all of your clients, that is why we allow advisors to create and manage their own advisor model portfolios. Using the Envestnet platform, advisors have the ability to design and trade portfolios in an efficient matter. Our technology platform allows advisors to obtain and analyze key information such as assessed risk, asset allocation, weighted average expense ratio, and other key factors to consider when designing an advisor model.

  • Domestic Equities
  • International Equities
  • Commodities
  • Alternative
  • Currencies
  • Fixed Income
  • Cash

+Alternative investments, including hedge funds, commodities and managed futures involve a high degree of risk, often engage in leveraging and other speculative investments practices that may increase risk of investment loss, can be highly illiquid, are not required to provide periodic pricing or valuation information to investors, may involve complex tax structures and delays in distributing important tax information, are subject to the same regulatory requirements as mutual funds, often charge higher fees which may offset any trading profits, and in many cases the underlying investments are not transparent and are known only to the investment manager.

The performance of alternative investments including hedge funds and managed futures can be volatile. Often, hedge funds or managed futures account managers have total trading authority over their funds or accounts; the use of a single advisor applying generally similar trading programs could mean lack of diversification and, consequently, higher risk. There is often no secondary market for an investor's interest in alternative investments, including hedge funds and managed futures and none is expected to develop.

There may be restrictions on transferring interests in any alternative investment. Alternative investment products including hedge funds and managed futures often execute a substantial portion of their trades on non-US exchanges. Investing in foreign markets may entail risks that differ from those associated with investments in the US markets. Additionally, alternative investments including hedge funds and managed futures often entail commodity trading which involves substantial risk of loss.