Capital Markets Elite Group Managed Portfolios
Have an experienced portfolio manager pick your investments for you
Aim for higher returns with our ETF Asset Allocation Model Portfolios
Take advantage of the knowledge of leading investment experts in the industry
View each of your positions in real time and maintain full visibility and control of your investment.
Investments are at least a 2 year time horizon
No lock-in period or penalties for entry/exit of the portfolio
A range of portfolios for every investor
Asset allocation, diversification, and rebalancing are all part of a goal-oriented investment strategy built on time-tested economic concepts. That's the thinking behind Capital Markets Elite Group Managed Portfolios. It's a smarter approach to investing called Modern Portfolio Theory (MPT) and it influences the approach we take to investment selection.
Whether you want to save for retirement, generate additional streams of income, or manage risk, there's a Capital Markets Elite Group Managed Portfolios model for you. See the quarterly performance of Selective Portfolios.
Capital Markets Elite Group Managed Portfolio Types
Diversified portfolios made up of mutual funds or ETFs. Holdings span a broad range of investment styles, sectors, market caps, and regions.
Weighted toward fixed income with limited exposure to equities to help manage volatility. Ideal for help supplementing retirement or other income needs.
Designed to produce moderate and consistent returns with lower volatility over time, plus limited exposure to interest rate or equity market risks.
Recommended for investors seeking a highly tactical investment approach that leverages opportunities in changing market conditions.