Recognizing Excellence in Financial Newsletter Writing

The NAAIM President's Award for Excellence in Financial Newsletter Writing is awarded to newsletters that:

• are published by NAAIM member firms (regular, special and emerging),
• are published at least quarterly,
• are visually appealing,
• are, either entirely or partially, original content rather than purchased content,
• advocate active management, and
• are of such quality that they bring credit to the organization.

NAAIM President's Award for Excellence in Financial Newsletter Writing - Winning Newsletters:

Long/Short Balanced Update

Published by: Astor Financial, LLC

Description: Senior portfolio manager and founder Rob Stein and his team of accomplished portfolio managers and economists focus on economic fundamentals to construct portfolios that strive to produce profitable returns during any economic environment; primarily utilizing ETFs to achieve these goals.

To learn more: www.astorllc.com

Overview of the Market Environment for Proactive Investors

Analysis of the Wachovia 401K for the Proactive Investor

Analysis of the Bank of America 401K for the Proactive Investor

Published by: Clausen Capital Management

Description: Clausen Capital Management publishes three weekly newsletters. Two are subscription based for participants of the Bank of America 401K and Wells Fargo 401K. The third newsletter is FREE and only includes Page One of the subscription edition. All are published online every Wednesday morning.

To learn more: www.clausencap.com

Kerns Capital Management Market Report

Published by: Kerns Capital Management

Description: Kerns Capital Management specializes in the supervision and active management of investment portfolios for individuals, corporations and company retirement plans. KCM is also the Investment Advisor to the KCM Macro Trends Fund, a globally allocated, risk-managed, mutual fund.

To learn more: www.KernsCapital.com

Dynamic Investor - An Active, Disciplined Approach to Investing

Published by: Schreiner Capital Management, Inc.

Description: Schreiner Capital Management (SCM) is an SEC registered investment advisor and money management firm located in Exton, PA. SCM is dedicated to helping investors build and protect their wealth through sound investment advice, active asset management and proactive risk management.

To learn more: www.selectadvisors.com/newsletter

Mark Pankin Managed Accounts Newsletter

Published by: MDP Associates LLC

Description:

To learn more: www.pankin.com

Will Hepburn's Money Matters

Published by: Hepburn Capital Management, LLC

Description: The secret to successful investing is to have more money in investments going up and less in investments that are going down. Hepburn Capital's strategies that Adapt to Changing Markets® are designed to do exactly that.

To learn more: www.hepburncapital.com

Critical Math Advisors Quarterly Newsletter

Published by: Critical Math Advisors, LLC

Description: Critical Math Advisors, is an investment advisory firm headquartered in Princeton, New Jersey. The firm’s primary focus is serving as advisor to the Adaptive Allocation Fund (AAXCX, AAXAX) and the Adaptive Allocation Portfolio (available thru the Midland Vector Annuity Platform).

To learn more: www.unusualfund.com

BAM MARKET WRAP

Published by: Bills Asset Management

Description: Capturing returns in up markets is important, but equally important and often overlooked, is the ability to hold onto those gains in periods of market weakness. At Bills Asset Management our risk mangement strategies are designed to do just that.

To learn more: www.billsasset.com

The Option Strategist

Published by: McMillan Analysis Corporation

Description: McMillan Analysis Corporation is a registered investment advisory firm that publishes research and recommendations on option-and-volatility-based strategies and manages option-oriented accounts.

To learn more: www.optionstrategist.com

Wenning Advice

Published by: Wenning Investments, LLC

Description: "Wenning Advice" provides common-sense investing advice along with market updates often based on technical analysis. Each issue seeks to help readers manage risk, answer investor questions, and educate readers about active investing.

To learn more: www.wenninginvestments.com

The Full Spectrum

Published by: Spectrum Financial, Inc.

To learn more: www.spectrumfin.com

Financial Insider

Published by: Blue Ocean Strategic Capital, LLC

Description: Objective Advice. Personalized Solutions. Blue Ocean Strategic Capital is an independent and privately owned RIA focused on providing financial planning and wealth management solutions for high net worth individuals, non-profit organizations, endowments and foundations.

To learn more: www.boscllc.com

NAAIM members are invited to download an award application and to submit a copy of their newsletter with the application to info@naaim.org, to be considered for a President’s Award for Excellence in Newsletter Writing .  Allow one month for the committee to complete its review of your newsletter.

NAAIM member Click here to download the application