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| AdvisorLink® - The Smart Way to Invest
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AdvisorLink® brings the power of professional active management to your investment portfolio, with the goal of producing absolute returns. It does this by focusing on successful third-party money mangers who use active investment strategies that seek to manage the risks of being in the market.
We searched among thousands of Registered Investment Advisors to find professional money managers with a history of superior returns at lower risk (when compared to certain unmanaged, passive investment benchmarks) using active management techniques, and have done so in different market conditions.
AdvisorLink® is a defensive strategy for both bull and bear markets with a twist. Our recommended Advisors have programs that can potentially profit from up markets with reduced risk, and some use special mutual funds that are designed to rise when the market falls either as a hedge or to “short” the market.
Click on program name
below
for details. |
Strategy Type |
Conservative Growth Programs |
| Hanlon Managed Income |
Long or cash strategy seeking steady income and capital preservation using high-yield bond mutual funds using a combination of tactical and strategic analysis. |
Moderate Growth Programs |
| Metropolitan Tactical Moderate |
Long or cash strategy using a blend of discretion and quantitative analysis. Trades domestic and international stock and bond ETFs in virtually any market sector. |
| Niemann Global Opportunity |
This strategy uses tactical sector rotation to trade domestic and international equity and bond ETFs. Can be long, hedged, net short or in cash. |
| Niemann Risk Managed |
Long or cash strategy using tactical sector rotation to trade domestic equity ETFs. |
| Potomac Guardian |
Long or cash strategy using tactical analysis to trade domestic and international stock and bond mutual funds. |
| Purcell Ultra Select |
100% mechanical long or cash mean reversion strategy trading 1.5X leveraged S&P 500 Index mutual fund. Selective nature of the model keeps accounts in cash approximately 80% of the time. |
| Schreiner Capital Global Alpha |
Long, short or cash strategy using active sector rotation among global equity and bond mutual funds. |
| Schreiner Capital Tactical Alpha |
Long or cash mean reversion strategy trading global equity and bond mutual funds. |
| Sojourn Columbus High Yield |
Long or cash strategy using trend analysis to determine the direction of high-yield bond price movements. |
| Wellesley Convertible Bond |
Long-only value-style strategy using fundamental analysis to select individual convertible bonds. |
Aggressive Growth Programs |
| Hg Capital Long/Short Govt. Bond |
Long, short or cash strategy using quantitative analysis to determine the direction of 30-year Treasury bond yields. |
| Metropolitan Tactical Growth |
Long or cash strategy using a blend of discretion and quantitative analysis. Trades domestic and international stock and bond ETFs representing virtually any market sector, as well as limited put and call options. |
| Scotia Growth S&P Plus |
Long, short or cash program using trend following and mean reversion strategies trading 2X leveraged S&P 500 Index mutual funds. |
| System Research Equity Alternative |
Long, short or cash strategy using quantitative analysis to determine the direction of 30-year Treasury bond prices. |
| YCG Concentrated Composite |
Long-only value-style strategy using fundamental analysis to select among stocks that are priced below their intrinsic value. |
Very Aggressive Growth Programs |
| Niemann Dynamic |
Long-only strategy using tactical sector rotation to trade domestic equity ETFs. Unlike Niemann’s tactical strategies, Dynamic seeks to always be fully invested. |
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>> Gary's Weekly E-Letter |
Gary's Forecasts & Trends newsletter has been enjoyed by the investment community for over 30 years with nearly half a million subscribers. Each week he analyzes the latest economic news, markets and political environment, and brings you stories that have an impact on your lifestyle, your future and your pocketbook.
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Toll Free: 800.348.3601 • info@halbertwealth.com
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.
Halbert Wealth Management, Inc. © 2013. All rights reserved.
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