The CM Group
The CM Group is a wealth management group that has been working with investors since 1985. We are deeply rooted in an evidence-based investment strategy, focusing on asset allocation and proper diversification so that you can get the most out of your free lunch.
At the core of our investment philosophy, you will find these principles:
-Markets Are Efficient and Work over Time
-Successful Investing Results from a Long-Term Disciplined Approach
-Fear and Greed Degrade Portfolio Returns
-Costs Make a Difference
-Portfolio Diversification Reduces Risk
Join us on the Free Lunch as we discuss educational content on investing, savings strategies, financial planning, and all of things that are important that require planning, money and time.