Complete Turn-Key Asset Management Platform


CG Advisor Network empowers advisors to gather assets and focus on spending time with their client’s while enabling them to grow their business. Through our Registered Investment CG Advisory Services, advisors receive the following benefits:

Technology

We provide our advisors with a technology platform we believe is crucial for a financial advisor in today’s industry. We utilize industry leaders such as Envestnet, Riskalyze, and Docusign to optimize advisor efficiency. When an advisor joins CG Advisor Network they are given access to performance reporting, client proposal generation, online client portal experience, advisor portfolio model design, and many more added benefits.

CG Advisor Network Support Team

Our dedicated home office staff is able and willing to provide personalized support to our network of advisors and staff. We pride ourselves on delivering outstanding service to our network and focus on building long term relationships with each office.

Managed Portfolios

Wealthmark - WealthMark Strategies are risk-based investment portfolios. The CAAS 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.

WealthBuilder - WealthBuilder Strategies are risk-based investment portfolios. Cost-efficient investing is at the core of these strategies. The CAAS 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.

UMA - Unified Managed Accounts bring your complete investment portfolio into a central platform.

  • One top-down strategic allocation
  • Unified reporting of different accounts and managers
  • Custom allocation for your specific needs

Advisor as Portfolio Manager - Build your own custom portfolios that meet your clients specific needs.

Compliance

In an environment where regulations and standards are constantly updating and changing, CG Advisor Network has designed a process to ensure our advisor’s are developing the best practices within their firms. Our compliance structure has been designed so many experienced professionals (five levels) are included in the compliance decisions our firm makes. We encourage advisors to use our resources for any compliance concerns, open collaboration between our home office and advisor network allows us to better navigate compliance standards in today’s industry.

Another additional benefit to our structure is E&O costs along with state registration fees are covered by the CG Advisor Network.

Operations

Our mission is to enable Financial Advisors to spend more time with clients by providing high quality investment strategies and diligent execution. Our core values center around:

  • Diligence – Treat every client dollar like it was your own
  • Care – Service of others out of duty, not obligation
  • Efficiency – Work smarter, not harder; always improving workflow
  • Empowerment – People working with purpose and owning their process

Trading - Our managed portfolios are traded and rebalanced on your behalf.

Billing - Our service team calculates and bills your client’s accounts quarterly saving the advisor more time to meet with their client’s. Each advisor receives a breakdown of the fees collected during that billing period for further transparency.