LBS offers a variety of strategies designed to fit any portfolio.  These innovative strategies, which range from the fully invested SMAART program to the actively managed, low volatility Absolute Return Strategy, offer solutions for most portfolio needs. The following table lists several of the strategies available to our investors in addition to our single asset class Tactical Asset Allocation programs.  Click on the Strategy's name for more information.

 

Program Maximizer Benchmark Absolute Return ISI Bond SMAART Choice
Summary

Long-Only Equity Strategy.

Rotating allocation of 2 Leveraged Index Funds when invested "IN" the market.

100% allocation in Money Market Fund when invested "OUT" of the market.

Long/Inverse Equity Strategy.

Invests in 125% leveraged index funds and a sector fund positions when "IN" this market

Inverse fund positions when "OUT" of the market

Money Market Fund when "NEUTRAL" the market.

Long, Short and Market Neutral.

Potentially all asset classes

100% in/out for all asset classes.

Long/Inverse Fixed Income Strategy focusing on the 30-Year Treasury market.

Invests in 125% long leveraged US Gov't Bond Fund when "IN" the market

Juno Inverse Bond Fund when "OUT" of the market

Strategic Asset Allocation Strategy based on the balanced Modern Portfolio Theory (MPT) approach.

Invests in multiple asset classes simultaneously.
Market Moves Seldom Frequent Frequent Moderate Quarterly
Fee 2.25% per annum 2.25% per annum 2.00% per annum 2.25% per annum 2.25% per annum
Minimum $50,000 $50,000 $100,000 $50,000 $50,000

TERMS AND CONDITIONS
Please note, performance is not guaranteed, and past performance should not be taken as any indication of future performance. Actual performance may vary, and the possibility of loss always exists.

Copyright © 2008 by LBS Capital Management, Inc.