STRATEGIES & SERVICES

What sets CHM apart from other investment firms? A documented and repeatable, scientific investment process based on tried-and-true principles of money management and investment advice.

Ours is not just another sales story…we don’t make decisions based on hunches, gut instincts, or the “trust me, I know what I’m doing” approaches of some Wall Street talking heads. Instead, we provide a suite of investment management services to advisors to meet a  wide range of goals and objectives.

OUR MISSION

We provide financial advisors with an investment management offering that is understandable, easily applicable, and free from conflicts of interest.  We believe in our documented, consistent and repeatable, scientific investment process and are guided by an investment philosophy that has stood the test of time.

Our unique investment solutions coupled with an unparalleled service offering is the “iCM Difference.”

WHERE TO FIND US

Our unique strategies can be found on popular advisor-technology platforms and custodians nationwide.

Envestnet / Contour

Fund Strategist Portfolios

My Advise Architect

Fund Strategist Portfolios

Global & Gated Communities

Strategist Portfolios

SmartX

TAMP

Adhension Wealth

Model MarketPlace

PCS Retirement

Fiduciary Services

Sawtooth

Model MarketPlace

Capital Hex

TAMP

OUR STRATEGIES

CHM’s strategies are broadly distributed on a number of popular platforms and custodians!
For Strategy Guides, Fact Sheets, & Exclusive Content, please register today!

Traditional Risk-Based Model Portfolios

Tactical ETF
Tactical Mutual Fund
Tactical Hybrid
Tactical ESG

Boutique Investment Portfolios

Tactical Closed End Fund
Tactical Income
Liquid Alternatives
Strategic Beta Portfolios

3(38) Retirement Plan Services
MAKING LIFE EASIER

Collectively, the CHM team has decades of industry experience working with a diverse mix of clients including institutions, high net worth investors, and individual investors.  Our extensive suite of advisor services includes traditional services including:

Timely Market Insights & Research
Risk-Based Model Portfolios (100% Fixed Income to 100% Equity)

However, the “CHM Difference” is in the high-impact, advisor-focused solutions that help today’s financial advisors play a bigger game.

  • Personalized “White Glove” Service
  • Unique Specialty Portfolios
  • Client Meeting Availability (Individual & Group)
  • Low Minimum & Low Cost SMAs
  • Proposal, Paperwork & Implementation Support
  • Customizable Content
  • Unparalleled Access to the iCM Investment Team
  • Personalized Business Development Consulting & Strategy
  • Custom Analysis, Case Design, & Performance Reporting
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Capital Hex Management, Inc. is an SEC registered investment advisor. Registration does not imply a level of skill or training. Past performance is no guarantee of future results.

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