Continuum Global Asset Management, LLC

Continuum Global Asset Management, LLC is a state‑registered investment adviser serving primarily high‑net‑worth individuals, family trust and retirement accounts, managing roughly $61.5 million across about 54 client relationships. The firm offers discretionary and non‑discretionary portfolio management, prepares investment policy statements for each client, and provides periodic performance reviews.

The firm’s investment approach combines fundamental and technical research within an asset‑allocation framework, with accounts monitored weekly and formally reviewed at least quarterly against proxy indices. CGAM employs a broad toolkit—individual equities and bonds, mutual funds, ETFs, closed‑end funds, REITs and options—and uses risk controls such as stop‑losses, options hedging and cash allocation to manage volatility.

What sets CGAM apart from many peers is the availability of a performance‑based fee arrangement, which the brochure highlights as uncommon among similar independent advisers and notes is currently used for a single client under documented safeguards. The firm’s materials also describe prior involvement as adviser to a private investment fund and reference experience managing corporate and pension‑type accounts, indicating capabilities that extend beyond a solely retail‑focused practice.