Halbert Wealth Management Announces Program Name Change

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The Columbus High-Yield Bond Program changes its name to the Sojourn Managed Bond Program, but focus on absolute returns remains the same.

Visit Halbert Wealth Management at HalbertWealth.com
Allocations now include floating-rate bank loan mutual funds and multi-sector bond funds, both of which exhibit price trends that my strategy has historically been able to exploit.

Halbert Wealth Management, Inc. (HWM) is pleased to announce that the Columbus High-Yield Bond Program will now be known as the Sojourn Managed Bond Program. This actively managed investment was developed by Steven D. Landis, CFP® of Sojourn Financial Strategies of Baltimore, OH and has been a cornerstone of HWM’s AdvisorLink® Program since 2006.

Landis notes, “The name change is designed to better reflect the investment products used in our strategy. Over the years, I have moved away from using only traditional high-yield bond mutual funds. Allocations now include floating-rate bank loan mutual funds and multi-sector bond funds, both of which exhibit price trends that my strategy has historically been able to exploit.”

Since its inception in 2002, the Sojourn Managed Bond Program has produced near-market rates of return with significantly less risk (as measured by monthly drawdown). Of course, there is a risk of loss and favorable future returns are not guaranteed.

View a short video on the Managed Bond Program.

Halbert adds, “From the inception of our association with Sojourn, we have been very pleased with Steve’s ability to manage client money with an eye on absolute returns. While the new name will better represent the wider range of mutual funds that Steve employs, Managed Bond will continue to be a ‘slow and steady wins the race,’ type of investment, exactly what many investors are looking for in today’s uncertain market environment.”

About Halbert Wealth Management, Inc.: HWM is an SEC Registered Investment Advisor located in Austin, Texas. HWM’s underlying investment philosophy is that sophisticated investors recognize the need to diversify into alternative strategies that actively manage assets rather than simply buying and holding. Since 1995, HWM has offered clients access to a wide spectrum of specialized money managers through its flagship AdvisorLink® Program.

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 index-based buy-and-hold strategies.

For more information on Halbert Wealth Management and its innovative AdvisorLink® Program, please visit: http://www.halbertwealth.com.

About Sojourn Financial Strategies, LLC: Located in Baltimore, Ohio, Sojourn Financial Strategies is an Investment Advisor registered with the state of Ohio, Division of Securities. Co-founder Steve Landis, CFP® serves as Portfolio Manager and has been active in the investment management industry since 1984. His active management strategies use technical analysis and other proprietary methodologies designed to provide both competitive returns and reduced market risk. The Sojourn Managed Bond strategy is primarily a mechanical system with little manager discretion. Administration and trading are handled by Purcell Advisory Services, a Registered Investment Advisor located in Tacoma, WA.

More information on Sojourn’s Managed Bond Program.

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