Gary D. Halbert, President; Halbert Wealth Management

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Absolute Return Portfolio

ARP LogoUsing extensive research and our sophisticated mutual fund analysis software, we examined the mutual fund universe, looking for mutual funds that we would characterize as “Steady Eddie” funds – those that have delivered good returns (although not necessarily the highest) through various and different market environments – with limited drawdowns. Once a number of potential candidates were identified, we then ran various combinations of these funds inside a single portfolio, in an effort to further enhance potential performance and reduce the risk of loss. The culmination of all of this research is now available to our clients in the form of our Absolute Return Portfolio.

The minimum required to fully invest in our Absolute Return Portfolio is only $25,000. Individual accounts are opened at TD Ameritrade where the funds will be purchased and held.

Absolute Return Portfolio

In an effort to achieve the goal of absolute returns, this strategy seeks out mutual funds whose managers may employ active management strategies such as hedging, long/short trading, sector rotation or holding a higher percentage of assets in cash when there are no securities that fit the fund's investment objectives. Since active management strategies are being employed at the mutual fund level, the Portfolio will remain fully invested at all times, even during market downturns. Funds that fall out of favor may be replaced by other actively managed mutual fund alternatives. Read more >>

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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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