Gary D. Halbert, President; Halbert Wealth Management

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Between the Lines - Gary's blog

Managed Strategies

Select Portfolios Managed Strategies combines one or more actively managed strategies based on your individual needs. Halbert Wealth Management reviews your financial and investment situation in light of your goals, risk tolerance and investment experience and then selects one or more strategies that it believes will help you achieve your financial goals.

This may include investment strategies managed by third party advisors or sub-advisors, limited partnerships, business development companies or other entities. These are alternative strategies rather than traditional buy-and-hold stock and bond investments.

On an ongoing basis, your Investment Consultant will monitor your Managed Strategies account, and make changes to the allocations as necessary. New strategies may be added to your account as they become available if your Investment Consultant believes they would make a good addition to your portfolio.

ZEGA Options Strategies

ZEGA uses a strategy that generates returns by selling options on major equity indexes in an attempt to take advantage of volatility in the markets. They use a very disciplined approach and invest when targeted returns exceed their calculated risk. They offer this strategy with three different risk levels, including one with a focus on income. Read more >>

Real Estate Strategies

What's the best way to invest a portion of your portfolio in real estate? Owning actual individual properties is difficult because extensive due diligence is often required in the selection of the properties, ongoing management is required and a substantial amount of capital is needed to properly diversify a portfolio with multiple properties.

Halbert Wealth Management has found three different strategies to invest in real estate without all the hassle and expense of trying to buy a portfolio of individual properties. These offer an easy way to add some additional diversification to your portfolio. Read more >>

Strategies for Accredited Investors

Some of the strategies offered through Managed Strategies are only available to accredited investors. An accredited investor is generally someone with a net worth of at least $1 million (not including primary residence) or annual income of at least $200,000 for the last three years. If you are accredited, please complete our certification form. Once you do, we can share information about these strategies with you.

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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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