Capital Management Group

CMG Capital Management Group offers its core product, CMG Institutional Platform Services (IPS). This platform integrates technology and flexible structures, enabling financial advisors to access proprietary strategies or design customized solutions. It provides a personalized, consultative approach, leveraging open architecture Unified Managed Account framework for efficient strategy execution and risk management.

Stephen Blumenthal co-founded CMG Capital Management Group, Inc. in 1992 with his father, Marvin. Their foundational insight emphasized a rational, disciplined, and process-driven management approach. This focused on proactive risk management and tactical strategies to navigate market cycles, moving beyond static buy-and-hold models.

The company primarily serves financial advisors, equipping them with tools for efficient client asset management. CMG's platform empowers advisors to deliver tailored solutions to individual investors. Its vision is to foster wealth through ingenuity, aiming for a steadier investment experience by adapting to market conditions and employing diversification.