Gary D. Halbert, President; Halbert Wealth Management

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Potomac Fund Management
Guardian Program (video)

This strategy actively allocates across mutual funds representing many sectors and/or asset classes. Investments are primarily limited to low-volatility mutual funds in an overall effort to reduce downside exposure. Potomac searches out mutual funds with a history of providing higher risk-adjusted returns. Specialty investments may be used from time to time to hedge risk and potentially provide for smoother returns. Risk-management policies may also increase cash or money market allocations up to 100% of an account during adverse market conditions.

Income Plus Program (video)

The objective of the Potomac Income Plus Program is to provide a stable, long-term return for the purpose of either consistent positive growth or taking income without invading principal. Returns are a combination of both current income and capital appreciation with an emphasis on risk management. Investments may include both domestic and international government and corporate fixed income mutual funds as well as specialized equity funds. In Income Plus, the emphasis is always on low volatility and favorable risk-adjusted returns at the portfolio level. During adverse market conditions, up to 100% of accounts may be invested in cash and/or money market funds.

Bull/Bear Program (video)

The Potomac Bull/Bear Program sits in cash the majority of the time while waiting for the optimum opportunity to invest. The decision to move into a long trade is based on the strength of Potomac's proprietary blend of fundamental, technical and seasonality indicators. The Bull/Bear trading model is mechanical and involves some manager discretion, reducing position sizes when market volatility is at extreme levels. When Bull/Bear does invest on the long side, it will buy a 150% leveraged S&P 500 Index fund. If the market indicators used to make investment decisions turn strongly negative, the model may short the market through the use of an inverse S&P 500 Index fund. To-date, however, Bull/Bear has never entered into a short trade. Possible allocations will generally be 100% of account value long, 100% short or 100% in cash (money market).

Combine Multiple Strategies

Potomac also has the ability to blend a combination of the above strategies in a single account. This can give you a more customized portfolio based on your individual needs. Call us to learn more about options for blending a combination of Potomac's strategies.

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IMPORTANT NOTES:  Halbert Wealth Management, Inc. (HWM) and Potomac Fund Management (PFM) 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 PFM in exchange for introducing client accounts. For more information on HWM or PFM, 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 PFM, 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) PFM 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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