CGM INVESTMENT MANAGEMENT

Overview

CGM Investment Management is a small, sole‑proprietorship advisory practice that serves individual and family clients. The firm’s stated advisory work focuses on discretionary portfolio management for individuals and small businesses and the publication of periodic newsletters, and it operates with an accounting background. Its investment posture tilts strongly toward public equities, with a clear preference for liquid, exchange‑traded instruments, while also maintaining allocations outside the equity markets for income and diversification. The firm charges a percentage of assets under management and can also assess performance‑based fees, a structure that suggests alignment around portfolio outcomes and the potential use of incentive strategies for certain client mandates. Given the client base and average relationship size, CGM Investment Management appears positioned to manage concentrated, high‑net‑worth accounts rather than mass‑market retail business.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices