Objective:

The Absolute Return Strategy is a conservative program designed to grow assets over the long haul.  It provides the benefits of a multiple asset class portfolio yet departs from Modern Portfolio Theory (MPT) by dynamically adding or eliminating entire asset classes from the portfolio. Our Absolute Return Strategy does not aim for blockbuster returns; it looks for slow, steady compounding of assets with minimal equity drawdowns. Those looking for high annual returns without regard for risk may wish to investigate our other aggressive strategies.

The Theory:

The challenge with asset allocation and Modern Portfolio Theory is that each asset class must pull its own weight and appreciate for the entire portfolio to enjoy respectable gains.  As we all know, some asset classes will experience long-term secular declines and sizeable bear market declines over even short periods of time.  The Absolute Return Strategy seeks to combine the best of modern asset allocation with dynamic timing of all asset classes.

The Absolute Return Strategy has an extraordinarily wide spectrum of possible asset class investments including: domestic equity style funds, investment grade bonds, high yield bonds, overseas equity regions (including Europe, Latin America, Asia, Japan and Emerging Markets), Emerging Market Debt, Currencies, Commodities, Gold and Real Estate.

NOTE: Not all asset classes are available at  each custodian.  We apply our asset allocation and timing models to as many asset classes as possible at each custodian.

Rydex Fund Family- Available in Non-Qualified, IRA, Roth IRA, 401(k), 403(b),SEP, and Trust Accounts

Profunds Fund Family- Available in Non-Qualified, IRA, Roth IRA, 401(k), 403(b),SEP, and Trust Accounts

FOLIOfn Investments - Available in Non-Qualified, IRA, Roth, Corporate, LLC and LLP registrations

American Skandia - Variable Annuities (using ProFunds Benchmark and Sector Funds)

Nationwide - MarketFLEX Variable Annuity

Security Benefit Life - Advisor Designs Variable Annuity

Midland National Life - Vector Variable Annuity

Ameritas Life - Genesis Variable Annuity