Wall Street Management Corporation ("WSMC"), an SEC registered investment adviser headquartered in New York City, founded in 1954, focuses on a balanced management investment strategy for clients and serves as the Adviser to the CG Core Balanced Fund ("Fund"), formed under the CG Funds Trust. WSMC has a Management Services Agreement with Morse Asset Management, Inc. ("MAM") also located in New York City to assist in the day-to-day operation of the Fund.
The majority of the investment team of WSMC and MAM have worked together for over 20 years, most recently at CG Asset Management, LLC ("CGAM") and prior there to at Evercore Wealth Management, LLC. A number of the individuals have MBA degrees. Prior to Evercore Wealth Management they worked at the investment advisory firm of Morse, Williams & Co., Inc. and its affiliate, Wall Street Management Corporation.
The Fund's primary investment objective is to produce growth of capital, with a secondary objective of current income through the receipt of interest and dividends. It will invest in equity and fixed income securities of companies of any size, but generally companies that have been in business for at least three years and demonstrate positive growth characteristics. Fixed income investments will consist of investment grade securities and dividend-paying stocks.
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