We describe this strategy as ‘slow and steady wins the race,’ exactly what many investors are looking for in today’s uncertain market environment.
Austin, Texas (PRWEB) December 05, 2012
Halbert Wealth Management, Inc. (HWM) is pleased to announce that the Sojourn Columbus High-Yield Bond (CHYB) Program has now posted 10 years of actual performance. This actively managed investment was developed by Steven D. Landis, CFP® of Sojourn Financial Strategies of Worthington, OH and has been a cornerstone of HWM’s AdvisorLink® Program since June of 2006.
Since its inception in 2002, the Sojourn CHYB Program has outperformed the S&P 500 Index in terms of annualized returns and risk management (as measured by monthly drawdown). Of course, there is a risk of loss and favorable future returns are not guaranteed.
HWM President and CEO, Gary Halbert, observed, “Since our association with Sojourn, we have been very pleased with the Columbus High-Yield Bond Program’s ability to produce consistent returns with managed risk. We describe this strategy as ‘slow and steady wins the race,’ exactly what many investors are looking for in today’s uncertain market environment.”
With interest rates on Treasuries and most corporate bonds at historic lows, many investors are being forced to consider higher-risk investments. While high-yield bonds are historically volatile, Sojourn’s active management strategy seeks to rotate out of the market when risk is high, and back in when its proprietary model indicates gains are probable. This tactical approach adds a level of risk management not found in passive buy-and-hold bond allocations.
About AdvisorLink®: Sojourn Financial Strategies is a recommended Advisor in 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 index-based buy-and-hold strategies.
About Sojourn Financial Strategies, LLC: Located in Worthington, Ohio, Sojourn Financial Strategies is an Investment Advisor registered with the state of Ohio, Division of Securities. Co-founder Steve Landis 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 Columbus High Yield 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.
Landis notes, “I am extremely proud of the performance of my high-yield bond program over the past ten years. This strategy was one of the first of many that I've developed. To this day, it continues to be a core holding of every one of our models. Our clients continue to benefit from its ability to provide return combined with risk control and I'm looking forward to its continued success."
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 that employ 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.
For more information on Halbert Wealth Management, please visit: http://www.halbertwealth.com.