Austin, TX (PRWEB) April 15, 2014
Halbert Wealth Management (HWM) is pleased to announce that its next webinar, “An Impressive Strategy Combination for Your Portfolio,” will be on April 16th at 2:00 pm Eastern. The webinar will outline HWM’s new Alpha Advantage program that combines multiple investment strategies with low correlation into a single account. Cliff Montgomery, President of Scotia Partners, LLC and Trading Manager for Alpha Advantage, will be the featured speaker.
This informative presentation will explain how the strategies used in Alpha Advantage work exceptionally well together and how combining them can potentially reduce the overall risk of the portfolio. Its impressive net annualized hypothetical return from August 2005 to February 2014 would have been 23.4%, versus 7.1% for the S&P 500 Index during the same period. Just as impressive, its 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, “We are pleased to present this webinar and share this blend of strategies that quite simply blew our doors off! Attendees will learn about these strategies that together would have significantly outperformed stock market returns with much less downside risk as measured by drawdowns. Alpha Advantage is the hottest strategy combination I have seen in years.”
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.