Four Westport Resources' Investment Strategies Awarded Highest Morningstar® Ratings

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Four Westport Resources' Investment Strategies Awarded Highest Morningstar® Ratings.

Westport Resources Management, Inc., a leading financial advisor serving individuals, families, municipalities and institutions around the world, announced today that Morningstar®, Inc., a global investment research firm, has awarded 5- and 4-star ratings to four of its investment strategies.

"We are proud that four of our strategies have received Morningstar's 5- and 4-star ratings," said John Adams Vaccaro, Westport Resources Management's Founder and Chief Executive Officer. "In this extraordinarily challenging market environment, the comparative success of these investment strategies exemplifies our highly disciplined approach and unwavering focus on risk management."

The three Westport Resources strategies that received the 5-star rating include Special Income, Global Tactical Asset Allocation, and Exchange Traded Fund. A 5-star rating denotes performance in the top 10% of all strategies in a category. Ratings are calculated on a quarterly basis for strategies that have a minimum of three-year history and based on a Morningstar Risk-Adjusted-Return measure that emphasizes downward variations and rewards consistent performance.

Special Income strategy employs bonds, real estate investment trusts (REITs), publicly traded master limited partnerships (MLPs), high-yielding domestic and international equities with the scope to generate moderate long-term growth and income equal to, or above, that of investment grade bonds. The strategy seeks to deliver greater total return and better risk/return than a high-yield portfolio.

Global Tactical Asset Allocation is a strategy that seeks to outperform the overall equity market by slightly over-weighting asset classes likely to experience near-term appreciation. It invests exclusively in no-load mutual fund across a wide variety of asset classes and styles to achieve superior diversification and risk management.

Exchange Traded Fund strategy in addition to benefiting from liquidity and continuous availability of intraday pricing enables investors to achieve higher diversification while focusing on a specific investment theme across industry sectors, countries and regions. The strategy's core characteristics are low expense and tax efficiency.

Joseph Tatusko, Westport Resources' Chief Investment Officer stated, "As the most widely recognized and respected benchmark of risk-adjusted performance, these ratings constitute an essential validation of our firm's ability to deploy broadly diversified and successful investment strategies. Given the challenging global financial climate and unprecedented unpredictability of the current markets, we've made it a priority to seek to deliver attractive returns for our clients while adhering to a strict risk management policy."

Westport Resources' Global Balanced Institutional Strategy was awarded the 4-star rating, which represents performance in the next 22.5% of all strategies in a category. Crafted by using a client's investment policy, the strategy deploys its allocation among fixed income and various equity investment styles, based on the firm's view of the market and correlation among the different asset classes considered. When allowed, both international and domestic equities comprise this strategy.

Headquartered in Westport, CT, Westport Resources Management, Inc. was founded in 1986 by Chief Executive Officer John Adams Vaccaro. Maintaining stable growth over its 23-year history, Westport Resources provides wealth management services to individuals, families, institutions and municipalities empowering them to realize their visions, optimize their resources and proactively manage risk through its customized innovative solutions, independent research, dynamic planning, meaningful reporting and passionate client service. More information is available at

Westport Resources Investment Services, Inc. is a Broker/Dealer registered with the SEC, member FINRA & SIPC. Westport Resources Management, Inc. is an Investment Advisor registered with the SEC.


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