This presentation presents and compares the managed account investment vehicle against alternatives such as the 401K, IRA, and several others. The presentation then goes on to present the uniqe service proposition offered by CMG, LLC as an investment manager and managed account provider.

1. CMG Investment ManagementAn Investment Manager & Managed Account Provider
401K ? –Check.
IRA ? –Check.
Managed Account ? –What??
Why You Should Now Consider The Benefits of A Managed Account
&
Why You Should Consider CMG Investment Management

2. Investment Vehicles
401 K Plan
Universal Life Insurance
Annuities
ETF’s (Taxable)
Real Estate
Managed Accounts
Mutual Funds (Taxable)
Trust & Minor Accounts
IRA Account
Investment Vehicles
JustlikethemanywellknowninvestmentvehiclessuchastheIRAandthe401K,theManagedAccountisaninvestmentvehiclegainingpopularity.
This Managed Account vehicle provides investors greater:
•Control
•Transparency
•Customization
CMG

3. •A Managed Account is an investment brokerage account you, the client opens, and simply give management discretion to an investment manager or financial advisor.
•The account is in your control. The investment manager for the account cannot withdraw or transfer funds. You the account holder can see your positions and balances 24 hours/day, 7 days a week –a luxury not provided by mutual funds.
•This service has been available for years, but is now gaining popularity because advances in software now allows investment managers to efficiently manage multiple client accounts. The cost for managing this kind of account continues to drop considerably. Consequently, this product has now become available to upper and middle class investors.
•Click here to watch a short video on the how Managed Accounts work and their benefits: http://youtu.be/3HGzkaqmRTk
What Are Managed Accounts?
CMG

4. The Difference Technology Makes
•Mainstream firm’s account minimums have declined for the managed account service to meet middle class investors .. unfortunately, their quality of service has also declined.
Managed Account Providers
Managed Account Providers
Account Minimum
Access To Investment Manager
Account Holdings
Annual Fee
Website
E*Trade
$ 25,000
No
Mutual Funds, ETFs
Not Disclosed
http://goo.gl/7FCrZ0
Charles Schwab
$ 100,000
No
Stocks, Mutual Funds, ETFs
Not Disclosed
http://goo.gl/MojCYE
Fidelity
$ 200,000
No
Stocks, Mutual Funds, ETFs
Not Disclosed
http://goo.gl/e2eDVn
TIAA-CREF
$ 1,000,000
Yes
Stocks, Mutual Funds, ETFs
Not Disclosed
http://goo.gl/sz4Jhd
CMG Investment Management
$ 25,000
Yes
Stocks
2.75%
http://connermg.com/
CMG

5. See How A CMG Managed Account Compares To Your Other Choices.
Investment Vehicle Comparison
Feature | Vehicle
CMG Managed Account
401K
IRA
Universal Life Insurance
Mutual Funds (Stand Alone)
ETFs (Stand Alone)
Real Estate (Non REIT)
Strategies
Conservative To Aggressive
Conservative
Conservative
Conservative
Conservative To Aggressive
Conservative To Aggressive
Conservative To Aggressive
Tax Benefits
Yes / No
Yes
Yes
Yes
No
No
Yes
Typical Investments
Stocks
Mutual Funds
Mutual Funds
Mutual Funds, Stocks, Bonds
Stocks & Bonds
Stocks
Real Property
Average # of Stocks Held
10 -20
150+
150+
Varies
150+
Varies
N.A.
Access to Portfolio Holdings & Value 24/7
Yes
No
No
No
No
Yes
No
Access to Investment Manager
Yes
No
No
No
No
No
Yes
Average Annual Fee
~3%
~3%
~3%
~2%
~3%
~1%
~2%
Customized Service
Yes
No
No
No
No
No
Yes
Unexpected Tax Liabilities
No
No
No
No
Yes
No
No
Conflicts of Interest
No
Unknown
Unknown
Unknown
Unknown
Unknown
No
CMG

6. Proprietary Algorithms Valuing Nearly 6,000 Stocks Weekly
Technical Analysis (Price & Volume Measures)
Market Sentiment (Macro Market Indicators)
Fundamental Analysis (Accounting & Finance Measures)
•Proprietary Algorithms –CMG continues to be pleased with the performance of its comprehensive proprietary algorithms that reviews and values about 6,000 stocks weekly in a consistent and methodical manner.
•Thoroughness –CMG incorporates a wide range of measures and only invests in established mainstream companies: no IPO’s, no thinly traded stocks, no penny stocks.
•Experience –CMG’s founder has over $15BN worth of international experience on complex transactions as a credit analyst, banker, and equity investor.
Why CMG Investment Management?
CMG

7. CMG Investment Management
Managed Account Provider
Conservative & Aggressive Strategies
Transparency
Weekly Newsletters
Social Media Footprint
Investment Manager Access
Concentrated Portfolios
Proprietary Algorithms
Conservative & Aggressive Strategies
Dividend Income
Long- Short
Option Portfolio
Deep Value
CMG Investment Management Features & Offerings
CMG

8. Strategies
1. Dividend Income Strategy
–Invests in dividend paying stocks with appreciation potential.
–A long only (buy and hold) strategy, with minimal turnover.
–There is no use of derivatives.
–There is no shorting of stocks
–Invests in 10 to 20 positions at one time.
2. Deep Value Strategy
–Invests in undervalued stocks with high price appreciation potential.
–A long only (buy and hold) strategy.
–There is no use of derivatives.
–There is no shorting of stocks.
–Invests in 10 to 20 positions at one time.
CMG

9. Strategies
3. Long-Short Strategy
–Invests in undervalued or overvalued stocks AND stocks that are exhibiting favorable price movement.
–Takes both long and short positions as opportunities arise.
–Pursues maximum profit with expected holding periods of 3 to 6 months.
–Actively looks for better investment opportunities every 3 to 6 months.
–Invests in 10 to 20 positions at one time.
4. Option Portfolio Strategy
–A high-risk high-return potential strategy that invests in a portfolio of call and put options.
–Positions based on undervalued or overvalued AND are exhibiting favorable movement and sentiment.
–Purchases in-the-money call or put options with expiration to maturity of 4 to 9 months.
–There is no shorting of stocks.
–Portfolio consists of 5 to 10 positions.
CMG

10. CMG Investment Management
•Our goal is to provide our clients with the best quality of investment management service possible. Our objectives are to do this both in terms of (1) Performance and (2) Quality of Service.
•We believe that today’s typical investment management experience is quite poor. There is often no or little explanation about a portfolio’s quarterly performance. In the rare instances when reports are often given, they are presented (1) within the context of very high level generalities that can apply to the description of almost any investment portfolio, or (2) using scholarly jargon that has little or no meaning to the average non-industry person.
•There have been many advances in communication and information technologies over the past decade that can substantially increase quality of service. After all, it is your hard earned money –why shouldn’t you know how well it is being invested. Many people feel as though they are simply depositing money into a little more than a savings account, that might go up in price. They are almost numb to believing that there are alternative choices that can make a real positive difference.
•At CMG, we are raising the performance and engagement bars for our clients substantially by making ourselves accessible, letting you see how we think, and sharing with you our assessments of what has gone right and wrong within our investment strategy portfolios.
CMG

11. •As a boutique investment management firm CMG is ready to answer your questions, provide guidance, and provide advice.
•Each month our clients receive
–A portfolio analyst report disclosing multi-month trends and highlighting characteristics of your portfolio holdings as well as a performance comparison against a broad market index.
–A conventional monthly statement report highlighting changes in value of your individual securities and portfolio holdings.
CMG Access & Reporting
CMG

12. Social Media Footprint
Stay informed about how we see the market and your investments casually or actively.
CMG Web Properties
www.connermg.com
www.cmgstockpicks.com
CMG

13. Social Media Footprint
Stay informed about how we see the market and your investments casually or actively.
Facebook | Google+ | Twitter
CMG

14. Social Media Footprint
Stay informed about how we see the market and your investments casually or actively.
YouTube | iTunes | Stitcher Radio
CMG

15. Who We Serve
Conner Management Group is an investment management firm serving the interests of:
–Individuals & Families
–Businesses
–Financial Advisors
–Fund Managers
All of our strategies are driven by our value oriented proprietary algorithms, which can be readilymodified to suit specific preferences or needs.
CMG

16. CMG Team
•CMG was founded in February 2013 by G. Mathis Conner
Bachelor of Science -Rensselaer Polytechnic Institute
Master of Engineering -Cornell University
MBA –University of Chicago
•Career Experience (Engineering, Banking, Business Development)
Broad and thorough experience in the alternative investment space. As an engineer, banker and investor, worked on the development of over $15 Billion of infrastructure projects : power, pipeline, mining, oil & gas, real estate, and sports arenas.
•Recent Noteworthy Accomplishment
Solely authored proprietary algorithms that reviews and ranks over 6,000 stocks weekly -identifying both undervalued and overvalued equities poised to revert to true value.
Algorithms only examines mainstream stocks traded on the major exchanges with at least a 5 year trading history –no IPO’s, no Penny or thinly traded stocks.
CMG

17. Contact Information
CMG