Proper Management Starts With a Plan - Our Portfolios

We focus on managing risk through the creation of an appropriately diversified portfolio, using investments that match your personal risk and tolerance. Based on your input, your advisor will select the most appropriate investment strategy to help meet your needs.

"Absolute Return" Portfolios For Modern Markets, Giving Investors Access To Professional Active Management Options.

 

USA Wealth Select™ Portfolio

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The objective of this portfolio is to capitalize on major trends, either up or down, using long or inverse (short) strategies in the markets listed below. The portfolio is equally weighted. Large quantities of cash may be held in the portfolio if market conditions dictate.

 

World Select™ Portfolio

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The objective of this portfolio is to capitalize on major trends using long strategies in the markets listed below. The portfolio is equally weighted. Large quantities of cash may be held in the portfolio if market conditions dictate.

 

Sector Select™ Portfolio

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The objective of this portfolio is to increase exposure to the best performing market sectors such as natural resources and precious metals. The portfolio may be invested in either cash or short sector positions to capitalize on a downward trending sector.

 

Asset Select™ Portfolio

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The objective of this portfolio is to capitalize on major, longer-term trends in different asset classes. The portfolio is comprised of a diverse mix of bond and equity positions. The portfolio is traded long only and large quantities of cash may be held in the portfolio if market conditions dictate. This portfolio is designed for investors with a conservative risk tolerance and a goal of growth and income.

 

Market Select™ Portfolio

The objective of this portfolio is to achieve equity-like returns with moderate risk. At any given time, up to 30% of this portfolio may be invested in longer-term strategic positions. Up to 70% may be invested in short-term, tactical investments that may employ leverage and/or inverse strategies based on an index. Use of these funds and technical analysis is intended to maximize response to short-term market fluctuations.

 

Investing in market related securities involves a risk of principal loss. Diversification, active management, and asset allocation does not ensure a profit or guarantee against loss. Prior to making any investment decision, the services of an appropriate professional should be sought. Please read ADV Part II and all prospectuses for specific details regarding investments, fees and associated risks.

Not FDIC Insured - Not Bank Guaranteed - May Lose Value