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Capital Management Group launches Wealth Preservation portfolio


Capital Management Group has launched an additional portfolio management strategy intended to protect asset values while delivering a reasonable rate of return independent from wild swings in the stock market.

The Wealth Preservation investment process is designed for investors who have accumulated significant wealth and whose overriding investment objective is to insulate that wealth from market volatility.

It addresses a range of client requirements, including: preserving a nest egg to support retirement withdrawals; minimising exposure to the variability of the stock market; and achieving competitive and relatively steady returns from investment growth and income.

The Wealth Preservation approach is available for all or part of a client’s investment portfolio. A client can assign a specified amount of assets critical to maintaining their lifestyle to a Wealth Preservation account, with the remainder of their assets targeting a more traditional conservative, moderate or aggressive investing style. All are managed centrally by Capital Management Group, including distributions to the client and transfers between accounts.

Bill Brennan, principal owner of Capital Management Group, says: "Many of our clients have made it clear that their benchmark is not the S&P 500, it’s their ability to support their retirement income needs and family legacies. Shifting the focus of their investments from fluctuations in the stock market to the achievement of their objectives resonates with our clients and gives them crucial peace of mind."

Wealth Preservation accounts hold a variety of fixed income investments, particularly US treasuries and treasury inflation-protected securities, US agency securities, investment-grade corporate bonds, pre-refunded municipal bonds and CDs. Portfolios also include hedged equity positions and potentially other alternative investments, with minimal exposure to long equities.

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