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Both
CPM and CPM3 use a core and satellite methodology to capitalize on growing
segments of the market during all market conditions - up, down or sideways. The
core assets are The AdvisorOne
Mutual Funds, which are managed by CLS. In CPM accounts, the satellite assets
are managed by other carefully screened third party money managers. This unique
combination of core and satellite mutual funds provides your portfolio with active
asset allocation and risk management while enhancing the potential of outperforming
the market with high-quality, specialized mutual funds.
Benefits of the CPM and CPM3 Investment
Strategies
- Increased diversification by investing in multiple asset classes, fund families
and market segments
- Control volatility/risk
- Potential to grow your principal investment regardless of the current market environment
- Access to a core and satellite portfolio
Risk Budgeting
We BELIEVE risk budgeting is a critical element in creating client
portfolios. Your risk budget will be based on your individual financial goals, ability
to handle risk and overall time horizon. Once a budget has been assigned, that risk
cannot be over-spent nor can it be underused. Risk budgeting manages the level of
risk within your portfolio.
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