This section of the web site will deal with some of the most frequently asked questions and try to answer them. If you have a question that you think may help some of our clients we will be delighted to hear from you.
QUESTION  

How reliable are conclusions based on historic data?

 

ANSWER  

The best example of the reliability of conclusions based on historic data would be during the last four months of the year 2000 when the S&P 500 index fell by -13%. Combination 2 (in the web site scenario) portfolios rose in value by 7.63% and the client portfolio achieved its stated objectives in the year 2000.

 

QUESTION  

What is so uniquely predictive about your methodology?

 

ANSWER  

Our proprietary software has proven to identify Manager style weaknesses and strengths, which repeat themselves quite consistently, permitting us to match those firms with opposing strengths and weakness. This results in lowering risk and increasing the compounding of returns.

 

 

QUESTION  

What is the minimum amount that can be invested in a productive Manager combination?

 

ANSWER  

Depending upon the client's objective the minimum could be as little as $500,000 US.

 

 
QUESTION  

Who actually holds my securities?

 

ANSWER  

An independent Bank or Trust custodian holds all assets of any fund invested in by their clients. Thus, the Managers have no direct access to the investors' assets.