Portfolio Analysis

Many investors are often excited or frightened by extreme securities markets gyration. They look at their investment accounts, and having taken significant hits or gains, they are filled with emotions and remain unsure of what to do next. They wonder whether they will ever have enough or whether they should reduce their stock exposure. However, worrying about these questions is never productive; looking for concrete answers from the experts is the most appropriate thing to do. This is where The CGMA Group, LLC comes in handy. We are independent financial consultants with a lot of experience when it comes to portfolio analysis.

The CGMA Group, LLC, professionals will help you to do away with emotions when it comes to making an investment decision. CGMA, LLC works with highly trained professionals who who are always studying the financial markets, taking account of every turn and twist, and trying to forecast future market turns.

The CGMA Group, LLC will also analyze your investment portfolio and offer recommendations to update it based on the most recent market analysis and information. It is important to note that integrity and professionalism are integral components of our core values. We are an independent financial consultant, and our track record speaks for itself. If you are looking for a financial expert to assist you with unbiased retirement portfolio analysis, you can count on our skills and professionalism for most objective analysis and expert opinion.

Diversification and asset allocation strategies do not assure profit or protect against loss.

The CGMA Group, LLC is made up of respected advisors based in Maryland who serve individuals and companies throughout the United States with a focus in the Baltimore-Washington region.

Contact CGMA, LLC

    Phone 410-761-2462

    Address 6755 Business Pkwy, #408
    Elkridge, MD 21075

    Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, and member of FINRA and the SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and The CGMA Group, LLC are not affiliated. This communication is strictly intended for individuals residing in the states of CA, CO, DC, DE, FL, IN, MA, MD, MN, NM, OH, PA, RI, SC, TX, VA, VT and WV. No offers may be made or accepted from any resident outside the specific states referenced.
    Cambridge’s Form CRS (Customer Relationship Summary)

    We cannot accept trade orders through email or via this web interface. Important letters, email, or fax messages should be confirmed with a follow-up call to (888-923-5660). Our email service may not be monitored every day, or after normal business hours.