Continuum Global Asset Management

Independent advisory perspective

Investing: 90% psychology, 10% methodology.

CGAM was founded to provide advisory services with a direct relationship between portfolio manager and client.

A long-term view

Nature does not have an ending. It is a continuum.

Portfolios evolve with changing markets, client feedback, and disciplined communication.

Client-centered guidance

You envision. We guide. Together we invest.

A focused advisory relationship built around education, risk awareness, and active portfolio review.

Company

Advisory services with a unique perspective.

Continuum Global Asset Management, LLC (CGAM) was founded in 2005 to provide advisory services with a unique perspective. CGAM is a Registered Investment Advisor and has been continuously and actively engaged in providing investment management services since its inception.

CGAM has developed a platform to provide clients with premium services at flexible cost. The firm believes in evolving a client's portfolio with adequate feedback and communication, and encourages frequent meetings with the portfolio manager so clients can understand the portfolio's progress.

01

Psychology and methodology

Investing requires both market discipline and a clear understanding of investor behavior.

02

Continuous adaptation

Portfolio decisions should adjust as markets, risk, and client needs evolve.

03

Direct communication

The advisory relationship works best when clients can review progress and ask informed questions.

People

Manu Walia, Managing Partner

Mr. Walia has been in the financial services business since 1994. He received his Bachelor's in Sciences from St. Stephen's College in New Delhi, India, and pursued post-graduate studies at Eastern Michigan University.

After work in retail brokerage and corporate finance, Mr. Walia returned to the United States and has been involved with portfolio management for high net worth individuals and corporate accounts since 1997. His experience includes work with Morgan Stanley Dean Witter and Charles Schwab & Co.

Research

Research and market commentary archive

Historical CGAM publications and research links can be preserved as static PDF files.

Impact of BREXIT - June 24, 2016 US Banking Group Analysis - June 22, 2012 S&P 500 Price Earnings Analysis Impact of Interest Rates Dow 26000 India - A Growing Nation
Market Updates

Newsletters and video commentary

Resources

Firm documents

These documents were present in the legacy media library and should be carried forward after compliance review.

CGAM LLC Brochure Privacy Policy Code of Ethics Form ADV II Book PDF
Contact

Continuum Global Asset Management, LLC

20419 Cheryl Lane
Santa Clarita, CA 91350
Office: 661-299-1920 Mobile: 661-312-2070 contactus@cgamadvisor.com