The ability of Risk Managed to move partially or fully to cash when conditions warrant is an important feature that can help limit risks when bear markets inevitably occur.
Austin, Texas (PRWEB) January 30, 2014
Gary D. Halbert, founder and CEO of Halbert Wealth Management, Inc. (HWM), announces a webinar on Thursday, January 30, 2014 at 2:00 PM Eastern Time featuring the Niemann Risk Managed Program. Halbert Wealth offers Niemann Risk Managed through its AdvisorLink® Program.
Niemann’s Risk Managed Program gained over 43% last year, net of all fees and expenses. Since its inception in September of 1996, Risk Managed has outperformed the S&P 500 Index by more than 2.7 percentage points on an annualized basis, net of fees.
Yet Risk Managed also has the ability to become defensive in bear markets by moving to cash or hedging long positions. Successful money managers are often able to generate alpha by not only outperforming the indexes in bull markets but also incurring smaller losses in bear markets.
Notes Halbert, “The ability of Risk Managed to move partially or fully to cash when conditions warrant is an important feature that can help limit risks when bear markets inevitably occur.”
(As always, past performance is no guarantee of future results. Be sure to read Important Disclosures including limitations on comparisons to Indexes before making a decision to invest.)
If you are among the many investors today who are concerned about which direction the market may go in 2014, you need to join us Thursday, January 30, 2014 at 2:00 PM Eastern Time (11:00 AM Pacific). There is no charge for this event.
The presentation features co-Portfolio Manager Alan Alpers, CFA, and will last approximately 30 minutes with plenty of time to ask any questions you may have.
About Halbert Wealth Management, Inc.: 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.
Since 1995, HWM has offered clients access to a wide spectrum of specialized money managers representing a variety of active management strategies. Many of these money managers are smaller, boutique firms that might never gain investor visibility if not for being included in HWM’s flagship AdvisorLink® Program.