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Investment Vehicles
Investment Vehicles
PROFUNDS GROUP
ProShares offers a family of 52 ETFs that provide built-in short or magnified exposure to well-known indexes, ranging from broad small-, mid- and largecap indexes to 11 sectors. In addition to ProShares ETFs, ProFunds Group manages ProFunds mutual funds, the nation's largest lineup of indexed mutual funds.1 Since 1997, ProFunds has provided mutual fund investors with access to innovative mutual fund strategies, including funds that seek to magnify daily index performance and funds that seek to increase in value when markets decline. ProFunds Group describes the portfolio managers common to ProFund Advisors LLC, advisor to ProFunds mutual funds and ProShares Advisors LLC, advisor to ProShares ETFs.
Contact:
Matthew F. Connors
Managing Director
888-776-1970
mconnors@profunds.com
www.profunds.com
FOLIOfn INSTITUTIONAL, INC.
FOLIOfn Institutional saves you time and money with a fully integrated trading and portfolio management platform that allows you to manage hundreds of clients in the time it used to take to manage one. Solutions include model management and synchronization tools that automatically account for individual client preferences such as advanced tax strategies and social, sector and stock exclusions. Advisors can even choose between low asset-based fees, or flat-fee pricing to best meet their client needs. By creating a vertically integrated system that combines brokerage, custody, portfolio accounting, investment management and asset allocation tools in one platform, FOLIOfn is delivering advisors the next generation of performance, efficiency and profitability. Visit www.folioadvisor.com to see how FOLIOfn Institutional can help you gain the competitive edge.
Contact:
Greg Vigrass
President and CEO
703-245-4000
vigrassg@foliofn.com
www.folioadvisor.com
RYDEX INVESTMENTS
Rydex Investments continues to drive change in the financial industry by introducing investment products and services that challenge conventional thinking, empower investors and provide essential new options for uncertain market conditions. Rydex manages $14 billion in assets via more than 60 mutual funds and exchange traded products.
Contact:
Mark Bentley
National Sales Manager
800-258-4332
mbentley@rydexinevstments.com
DIREXION FUNDS
Direxion Funds (formerly Potomac Funds), managed by Rafferty Asset Management, LLC, is a major provider of leveraged index and alternative asset class mutual funds. Direxion Funds provides both the products and tools for investment advisors who seek to effectively manage risk and return in both bull and bear markets. Direxion Funds provides continuous product innovation, exceptional customer service and a commitment to building strategic relationships with a select group of distribution partners. Direxion Funds offices are in New York and Boston. For more information, please visit www.direxionfunds.com or call 877-437-9363.
Contact:
Bill Franca
EVP, Distribution
877-437-9363
francaw@direxionfunds.com
www.direxionfunds.com
ACTIVEPORTFOLIOCOACH.COM, INC.
ActivePortfolioCoach.com, Inc.’s portfolio system Core-Plus™ is a proprietary Absolute Return Strategy that consists of a unique blend of Strategic Asset Allocation (Passive) and Dynamic Asset Allocation (Active) strategies, designed to substantially increase returns, reduce volatility, and minimize "whip-saw" effects, all with the least number of trades possible (Average 3-4/ year). Information is available on the website to subscribers 24/7 giving the funds to hold and exact amounts, plus E-Mail alerts delivered when a change is needed.
Active Portfolio Coach is MUCH MORE than just a buy/sell signal service!
Core-Plus™ is a unique proprietary Absolute Return strategy that puts more emphasis on "Risk-Adjusted" Return, than just "Total Return". You may have seen, and in fact I have developed, many models with a higher "Total Return". However, in most all cases, in order to get those extremely high returns it requires accepting either more volatility and/or a significantly increased number of trades!
Contact:
Dave Wilhite
President, Owner
208-376-0091
dave@AFS-Idaho.com
www.ActivePortfolioCoach.com
MESIROW FINANCIAL
Mesirow Financial is a diversified financial services firm with nearly $30 billion in assets under management, advisory and custody, and more than 1,100 employees in locations across the country and in Puerto Rico. The firm’s Investment Strategies team provides robust manager analysis and selection capabilities, strategic asset allocation and dynamic portfolio management for variable insurance companies, mutual fund complexes, plan sponsors, plan providers and broker/dealers. Its innovative PrecisionAlpha™ process combines extensive quantitative and qualitative research to develop investment strategies that maximize risk and reward tradeoffs for investors.
www.mesirowfinancial.com
TFS CAPITAL
TFS Capital LLC is a 10-year-old registered investment advisory firm that serves as portfolio manager to two private partnerships, and two mutual funds. The two partnerships are for accredited investors, and have each produced positive returns every year since they were launched in 2001. The TFS Market Neutral Fund (TFSMX) is a long / short equity fund that attempts to generate capital appreciation in most market conditions. It was Morningstar's top performing long / short fund in 2006, and since its inception in 2004, it has outperformed the S&P 500 with almost half the risk. The TFS Small Cap Fund (TFSSX) is a small cap fund that has a performance-based fee schedule such that the management fee of the fund may be reduced to zero if the fund underperforms the Russell 2000. Since it was launched in March 2006, it has outperformed the Russell 2000 with less risk.
Contact:
Sam Harris
Director of Client Relations
888-837-4446
Sam@TFSCapital.com
PRUDENT BEAR MUTUAL FUNDS
The Prudent Bear Fund is a no-load mutual fund specifically designed to benefit from stock market declines as the fund has far more "short" than "long" positions. The fund is structured in this manner because we believe there is significant risk that a "secular bear market" is underway, that is, a long period of poor stock market performance.
The Prudent Global Income Fund is a no-load mutual fund currently structured to benefit from a falling dollar and rising gold prices. The fund primarily invests in foreign and domestic bonds and gold stocks. The fund is similar to many international bond funds but there are a number of important differences.
- The Prudent Global Income Fund seeks the highest credit quality primarily by investing in government (as opposed to corporate or agency) securities.
- The Fund seeks to limit the risk of rising interest rates by keeping maturities relatively short (1-3 years).
- The Fund maintains an exposure to rising gold prices.
Parker Nash
Marketing Director
214-378-4177
pnash@tice.com
www.prudentbear.com
WELLESLEY INVESTMENT ADVISORS
Founded in 1991 by Greg Miller, CPA, and Darlene Murphy, CPA, CFP®, Wellesley Investment Advisors, Inc., was created based on the principles of Limited Risk InvestingTM. Limited Risk Investing involves the melding of two seemingly contradictory goals - maximizing returns and protecting principal. Wellesley Investment Advisors, Inc., allocates accounts using a number of investments, primarily convertible bonds and synthetic convertibles. Wellesley Investment Advisors, Inc., prides itself upon their commitment to building long-term, profitable partnerships and sub-management relationships with other Registered Investment Advisors and investment professionals.
Contact:
Greg Miller
Chief Executive Officer
888- 710-7100
gmiller@wellesleyInvestment.com
www.wellesleyinvestment.com
XSHARES ADVISORS LLC
XShares Advisors LLC, a subsidiary of XShares Group LLC, is a registered investment advisor that provides investment advisory services to Exchange
Traded Funds. XShares also partners with major institutions and index providers seeking to bring innovative Exchange Traded Funds to market using its administrative platform. In addition, XShares creates and licenses distinctive intellectual property for its ETFs, developing products that allow for innovative trading strategies and alternative investments for the financial community. For more information, visit the company’s website at www.xsharesadvisors.com.
Contact:
Steve Brodeur
Regional Vice President
646-467-8630
sbrodeur@xsharessecurities.com
www.xsharesadvisors.com
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