Renegade Investments LLC

Lese Investments, based in Boston, MA, managed the CGM Funds, which included the CGM Focus Fund, CGM Mutual Fund, and CGM Realty Fund. In September 2022, it was announced that the investment adviser would cease operations, leading to the liquidation of all funds by November 30, 2022. Shareholders were advised about the potential tax implications of the liquidation and were provided with instructions for handling their accounts, including options for redeeming shares and managing tax reporting. The funds were officially closed to new purchases, and shareholders were informed about the distribution of liquidation proceeds. Generated from the website

Decisive Wealth Management, located in Warwick, RI, is a family-focused team of advisors with over forty years of experience in money management. They aim to build lifelong partnerships with their clients, connecting with them emotionally, financially, and spiritually, to create personalized plans that build, protect, and preserve wealth. Decisive Wealth Management sets itself apart from other advisors and larger institutions through the exceptional service and care they provide, treating clients as part of the family. Their specialized services include custom fee-based portfolio management, small business retirement plans, college planning, long-term care insurance, retirement planning, income distribution strategies, life insurance, and tax-deferred annuities.Generated from the website