Affluent client focus CMG Private Wealth targets affluent families and individuals with a holistic, goals-based approach. Sales opportunity: position high-net-worth wealth planning and bespoke investment management services, including alternative investments and private market access, to extend existing client relationships.

Diversified offerings The firm leverages a wide range of investment strategies beyond traditional assets, such as real estate, private equity, private credit, real assets, hedge funds, and venture capital. Sales opportunity: cross-sell multi-asset, alternatives, and private markets solutions to reduce portfolio risk and improve diversification for sophisticated investors.

Active risk management CMG emphasizes proactive portfolio management to address volatility and downside risk, built on deep client goals and risk tolerance. Sales opportunity: highlight risk-adjusted strategies, downside protection, and dynamic allocation capabilities to prospective clients seeking resilience in uncertain markets.

Strategic partnerships Notable collaboration with VanEck and Ned Davis Research to launch a specialized ETF, indicating a willingness to partner with asset managers to deliver innovative products. Sales opportunity: propose co-branded or white-label product collaborations, or propose new product ideas aligned with market trends to CMG’s distribution channels.

Growth potential Revenue is in the multi-million range with a lean team (11-50 employees), suggesting efficiency and potential scale through expanded services, additional client onboarding, and deeper private markets exposure. Sales opportunity: present scalable advisory solutions, onboarding efficiencies, and technology-enabled client experience enhancements to accelerate growth.