Gary D. Halbert, President; Halbert Wealth Management

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Hanlon Investment Management
Managed Income Strategy

Hanlon's investment strategy can best be described as a combination of modern portfolio theory (MPT) and intermediate-term trend -following. This may sound odd considering that MPT is usually associated with buy-and-hold strategies, but the Managed Income program is anything but buy-and-hold. Instead, Hanlon takes MPT's non-correlation concept and enhances it with two active management strategies. The first is tactical analysis, which is a quantitative approach to determining the overall direction of the market. The second is strategic analysis, which determines which asset classes offer the best risk-adjusted return potential. When no asset classes look attractive, Managed Income will seek a defensive position - usually cash or cash equivalents. Read more >>

2Q 2017 Update by Sean Hanlon, CFP, Chairman, CEO and Chief Investment Officer

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IMPORTANT NOTES: Halbert Wealth Management, Inc. (HWM) and Hanlon Investment Management (HIM) are Investment Advisors registered with the SEC and/or their respective states. Any opinions stated are intended as general observations, not specific or personal investment advice. Please consult a competent professional and the appropriate disclosure documents before making any investment decisions. HWM receives compensation from HIM in exchange for introducing client accounts. For more information on HWM or HIM, please consult the appropriate Form ADV Part 2. Officers, employees, and affiliates of HWM may have investments managed by the Advisors discussed herein or others.

THE PERFORMANCE INFORMATION SET FORTH IN THE FACT SHEETS ARE BASED UPON INFORMATION AND DATA PROVIDED BY HIM, A THIRD PARTY INVESTMENT ADVISOR. HALBERT WEALTH MANAGEMENT HAS NOT INDEPENDENTLY VERIFIED ANY SUCH INFORMATION AND SHALL HAVE NO LIABILITY OR RESPONSIBILITY FOR ANY INACCURACY OR INADEQUACY THEREOF. PAST RESULTS ARE NOT NECESSARILY INDICATIVE OF FUTURE RESULTS.

When reviewing past performance records, it is important to note that different accounts, even though they are traded pursuant to the same strategy, can have varying results. The reasons for this include: i) the period of time in which the accounts are active; ii) the timing of contributions and withdrawals; iii) the account size; iv) the minimum investment requirements and/or withdrawal restrictions; and v) the rate of brokerage commissions and transaction fees charged to an account. There can be no assurance that an account opened by any person will achieve performance returns similar to those provided herein for accounts traded pursuant to the trading programs shown.

In addition, you should be aware that (i) these trading programs are speculative and involve risk; (ii) the trading programs’ performance may be volatile; (iii) an investor could lose all or a substantial amount of his or her investment in the programs; (iv) HIM will have trading authority over an investor’s account and the use of a single advisor could mean lack of diversification and consequently higher risk; and (v) the trading programs’ fees and expenses (if any) will reduce an investor’s trading profits, or increase any trading losses.

The results shown are for a limited time period and may not be representative of the results that would be achieved over a full market cycle or in different economic and market environments. Different economic and market conditions could produce different results.

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Investments discussed are not guaranteed and involve risk of loss. Be sure to read all important disclosures
before making a decision to invest. Past performance is not necessarily indicative of future results.
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