Pivot Point Advisors' Systematic Value Strategy Returns More than Double the S&P 500 Return in 2005

Pivot Point Advisors, LLC is an asset management and research firm with a focus on managing client assets in systematic stock strategies. Our computer driven value, growth, and income portfolios provided strong performance compared to the indices in 2005.

Bellaire, TX (PRWEB) January 25, 2006 -– Pivot Point Advisors, LLC is an asset management and research firm with a focus on managing client assets in systematic stock strategies. Our computer driven portfolios - Dynamic Value, Conservative Growth, and Diversified Income - offer transparent, liquid and customizable alternatives to mutual funds. Stock selection for these portfolios is based on a proprietary stock screening algorithm.

Pivot Point Advisors’ systematic trading strategies are part of a growing trend towards more disciplined and unemotional stock selection methods. Such strategies tend to outperform the market in difficult environments because trading decisions are not clouded by media hype or market psychology.

In 2005 the Dynamic Value Strategy returned 15.45% net of all fees and trading costs(*). The S&P 500 returned 4.91% including dividends over the same period of time. The Dynamic Value Strategy consists of approximately 20 stocks with attractive valuations, strong price performance and positive outlook.

For 2005, the Conservative Growth Strategy returned 1.86% net of all fees and trading costs (*). This portfolio seeks to identify approximately 20 stocks with strong historical growth and reasonable valuations.

The Diversified Income Portfolio was launched in June of 2005. Unlike the other portfolios, it focuses on providing tax advantaged returns and maximum diversification. Stock selection for this portfolio involves a level of discretion in an effort to minimize portfolio turnover. This strategy has returned 4.05% since inception compared to 5.82% for the S&P 500.

Current performance updates for all strategies are available on our website, www.pivotpointadvisors.com.

Pivot Point Advisors has experienced approximately 50% growth of assets under management during 2005. Currently we manage over $20 million of client assets. Our more liquidity constrained stock strategies have capacity for at least $150-$250 million. While our strategies tend to emphasize smaller stocks, they are designed to exclude stocks that are too illiquid to trade in size. The median market capitalization of the Dynamic Value and Conservative Growth Portfolios is typically about $1 billion. For comparison, the median market capitalization of the Russell 2000 is $540 million. The Diversified Income Portfolio generally only contains companies with market capitalization above $2 billion.

Pivot Point Advisors, LLC was founded in 2004 by Martin Gremm, Ph.D., and Marc B. Schindler, CFP,. to provide clients with transparent, rational, and liquid alternatives to mutual fund investments.

Prior to founding Pivot Point Advisors, Martin Gremm joined Koch Industries' Capital Markets Group in early 2001. He initiated Koch's internal long/short equity strategies and led the strategy development group and the trading desk. He holds a Ph.D. in Physics from Caltech and spent several years in academic positions at MIT and Princeton University before joining Koch. He has published numerous scientific papers that have been referenced hundreds of times by other authors.

Marc B. Schindler was a stock broker with several of the major brokerage houses. Most recently he was a First Vice President at RBC Dain Rauscher. He holds a B.S. from UT Austin and is a Certified Financial Planner (CFP). Mr. Schindler's professional experience spans 17 years and several market cycles.

Please visit www.pivotpointadvisors.com for more information.

(*) Returns are net of all fees and trading costs and represent the straight average of all client accounts exposed to the strategy. All distributions are assumed to be reinvested. Legacy accounts with lower fees have been adjusted to reflect our standard fees. Please visit our website (www.pivotpointadvisors.com) for important additional disclosures.

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