Halbert Wealth Management Announces the Addition of the Purcell Ultra Select Program

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Using trading signals licensed from third-party money managers, Ultra Select’s ultimate goal is to match S&P 500 Index returns during rising equity markets with less risk.

Visit Halbert Wealth Management at HalbertWealth.com
...an excellent choice for investors who want a non-discretionary tactical approach....

Halbert Wealth Management, Inc. (HWM) is pleased to announce that the Purcell Advisory Services Ultra Select Program has been added to its list of recommended managed account strategies within HWM’s innovative AdvisorLink® Program.

Click here for more information on Purcell and the Ultra Select Program.

HWM President and CEO, Gary Halbert, commented, “In today’s uncertain markets, many investors are wary of getting back into stocks so they end up missing growth and income opportunities. In Ultra Select, Purcell’s Investment Team has created a tactical approach that seeks to participate in upward price trends while moving to the sidelines during down markets.”

Using trading signals licensed from third-party money managers, Ultra Select’s ultimate goal is to match S&P 500 Index returns during rising equity markets with less risk. Current signals are based on a quantitative formula using mean reversion techniques and statistical probability. Accounts are either invested 100% in an S&P 500 Index fund or 100% in a money market fund. Ultra Select also limits risk by being in a money market fund approximately 80% of the time.

About Purcell Advisory Services (Purcell): Located in Tacoma, Washington, Purcell is an SEC Registered Investment Advisor. Purcell was founded in 1998 by Sondra and Don Purcell and partner, Teri Weigel and has long been in the forefront of establishing “manager of managers” relationships that focus on risk management through active management strategies. Purcell seeks out third-party money managers whose models have the stability and potential to meet the needs of clients wary of passive buy-and-hold investment strategies.

Sondra Purcell notes, “At Purcell Advisory Services, we believe the cornerstone to wealth accumulation is capital preservation. We value our relationship with Halbert Wealth Management because they share our commitment to professionalism and integrity in each client transaction. We feel that Ultra Select is an excellent choice for investors who want a non-discretionary tactical approach that will move in and out of the market on a long-only basis.”

About Halbert Wealth Management, Inc. and AdvisorLink® : HWM is an SEC Registered Investment Advisor located in Austin, Texas. HWM’s underlying investment philosophy is that individual investors should be able to enjoy the same advantages as large, institutional investors like foundations, endowments and pension funds. These sophisticated investors recognize the need to diversify into alternative strategies that actively manage assets rather than simply buying and holding them.

Purcell’s Ultra Select Program is the latest addition to HWM’s AdvisorLink® Program, which features a collection of investment strategies offered by independent, third-party money managers. HWM selects professional money managers to participate in AdvisorLink® based on a proprietary screening and due diligence process designed to bring top quality managers to the attention of its clients. All AdvisorLink® programs employ active money management strategies with the goal of boosting returns and/or reducing market risk as compared to buy-and-hold strategies.

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