What is CGOG™

The most revealing investment research available in the industry for retirement plans and wealth management clients.

Your scorecard is like an X-ray, and CGOG™ is the MRI. While a scorecard offers a snapshot based on compounded returns, CGOG™ delivers a dynamic, rolling time-series analysis that uncovers deeper, more granular performance data often hidden beneath the surface.

Gain a Competitive Edge

Gain a competitive edge with CGOG™. Unlike advisors who stop at top-line scores, CGOG™ enables you to identify managers with a proven track record of lower volatility and consistent execution of a clearly defined investment philosophy. It emphasizes risk management, diversification, and style integrity, insights that a static scorecard can’t provide.

Designed for Fiduciaries

Designed with fiduciaries in mind. CGOG™’s objective is to help investment professionals make informed, defensible decisions. When multiple funds in a peer group earn similar top scores, traditional scorecards fall short. CGOG™ fills that gap by revealing critical differentiators that safeguard fiduciary responsibility.

Elevate Your Investment Guidance

Stand out as an advisor who leads with intelligence, not just relationships. If you take your fiduciary duty seriously, CGOG™ is the tool that can separate you from the crowd of scorecard promoters and elevate your investment guidance to a higher standard.

For more information on CGOG™ contact David J Witz, CEO PlanTools, LLC at david@plantools.com or 704-564-0482.