What we discovered was a combination that quite simply blew our doors off! We found a combination of strategies that together would have significantly outperformed stock market returns with less downside risk as measured by drawdowns.
Austin, Texas (PRWEB) March 31, 2014
Since 1995, Halbert Wealth Management (“HWM”) has been offering to the investment community professional money managers who have delivered superior returns with managed risk. HWM looks for ways to combine the strategies of these money managers to optimize performance and reduce portfolio risk.
HWM is pleased to introduce “HWM Alpha Advantage.” This new program combines multiple strategies with low correlation into a single investment account. The best news is that these strategies perform exceptionally well together. The net annualized hypothetical return from August 2005 to February 2014 would have been 23.4%, versus 7.1% for the S&P 500 Index. Just as impressive, the worst drawdown (measured as of month-end) would have been only 13.8%, compared to 50.9% for the S&P 500.
(As always, past performance is no guarantee of future results. Be sure to read Important Disclosures, including limitations on using hypothetical numbers and limitations on comparisons to Indexes before making a decision to invest.)
HWM President and CEO, Gary D. Halbert, noted, “What we discovered was a combination that quite simply blew our doors off! We found a combination of strategies that together would have significantly outperformed stock market returns with less downside risk as measured by drawdowns. Alpha Advantage is the hottest strategy combination I have seen in years.”
All accounts are held and traded at Guggenheim Investments, where clients have online access to their account and have no investment lock-up periods.
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 those enjoyed by 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.