Archon Advisory Corporation is a Registered Investment Advisor based in Cherry Hill, NJ.
Archon partners with SEI to offer 5 professionally managed asset allocation investment portfolios: Conservative, Conservative to Moderate, Moderate, Moderate to Growth and Growth.
Our Founder:
(1) Managing Member: Turning Point Capital Management LLC (TPCM), Turning Point Capital Partner LP’s (TPCP) General Partner, Turning Point Capital Advisors LLC, TPCP’s Investment Advisor and Jaguar Financial Services LLC-A Licensed Insurance Agency;
(2) President: Archon Advisory Corporation - A Registered Investment Advisor;
(3) Former President: Warton Archon Financial Advisors – SEC Registered Investment Advisor that managed nine mutual fund, stock, bond and option portfolios for 21 years;
(4) Former VP and Branch Manager for Stifel Nicolaus, Member New York Stock Exchange;
(5) Former VP of Philadelphia Securities Association;
(6) Past President Garden State Rotary of Cherry Hill, NJ;
(7) University of Pennsylvania – BA Economics;
(8) Graduated: Harvard Graduate Business School;
(9) College For Financial Planning – CERTIFIED FINANCIAL PLANNER ™ professional;
(10) Haddonfield Memorial High School Graduate;
(11) Executive Member of the Philadelphia Chamber of Commerce and South Jersey Chamber.
2. Archon Advisory
Corporation
1926 Greentree Road
Suite 110
Cherry Hill, New Jersey 08003
Phone: (856) 433-6700
Fax: (856) 433-8373
www.ArchonAdvisory.com
EJPaul@ArchonAdvisory.com
3. About Our Founder: Elliot EJ Paul, CFP®
• President: Archon Advisory Corporation - A Registered Investment Advisor;
• Managing Member: Turning Point Capital Management LLC,Turning Point Capital Advisors LLC, and Jaguar
Financial Services LLC;
• Former President: Warton Archon Financial Advisors – SEC Registered Investment Advisor that managed nine
mutual fund, stock, bond and option portfolios for 21 years;
• FormerVP and Branch Manager for Stifel Nicolaus, Member NewYork Stock Exchange;
• FormerVP of Philadelphia Securities Association;
• Past President Garden State Rotary of Cherry Hill, NJ;
• Haddonfield Memorial High School Graduate;
• University of Pennsylvania – BA Economics - Sigma Alpha Epsilon Fraternity;
• Graduated: Harvard Graduate Business School;
• College For Financial Planning – CERTIFIED FINANCIAL PLANNER ™ professional;
• Executive Member of the Philadelphia Chamber of Commerce.
4. Why Archon?
While most successful people could become accomplished investors, it takes a substantial
commitment of time, energy and experience to achieve superior risk adjusted results:
• Experience: Mr. Paul has 25+ years experience managing stock, bond and option portfolios;
• Perspective: Ability to weed out market noise from important information;
• Trading by disciplined, proven fundamental and technical trading rules;
• Alignment of interests: Competitve Management fees with no commissions;
• Opportunity to benefit from rising and falling markets taking profits/reducing risk in
overbought market tops and buying back in after the markets show signs of strength;
• Risk management controls;
• Unemotional buying and selling decisions;
• Active monitoring of portfolio positions and markets to take advantage of market
opportunities.
5. Transparency For Client Safety
• Third party performance reporting;
• Assets held by SEITrust segregated in client’s name
• Fee based compensation model;
• Registered Investment Advisor – For ADV II on file with
Securities and Exchange Commission discloses all material facts
and risks
• Annual financial audit.
6. We Let “Mr. Market”Tell Us WhatTo Do
• Archon doesn’t predict the future.
• We use an objective, proven, proprietary set of fundamental and technical
rules that tell us when and how to allocate your investments.
• We monitor financial markets in real time.
• We have the nerve to pull the trigger when it’s time to buy and sell.
• Trading by a set of disciplined rules takes hope, fear and greed out of our
decision making process.
7. Why Consider Archon’s Active
Management Style Now?
• After the fourth-longest bull market in history, stocks are near all time highs;
• 7 to 20%+ stock market pullbacks are customary;
• At these greedy levels, Archon takes profits and reduces risk by repositioning from
stocks to lower risk bonds and money market funds;
• After stocks correct, Archon repositions back to stocks to take advantage of the next
bullish move.
8. Stocks pull back 10% , your $500,000 nest egg drops $50,000?
A one million dollar portfolio could lose $120,000 if stocks pullback 12%;
A 20% drop with $2,000,000 invested means your stocks could fall $400,000.
You worked hard for your money, let your money work hard for you!
HowWouldYou Feel If…
9. Asset Allocation
Studies show asset allocation decisions determine 90% of an
investment portfolio’s returns.
Investment success depends less on picking the “right” stocks, bonds
and mutual funds and more on how your portfolio is allocated among
the various asset classes.
10. Archon Asset Allocation Portfolios
Features and benefits:
• Portfolios are rebalanced back to target allocations regularly…a disciplined, non-emotional way to
buy low, sell high and reduce portfolio risk;
• Easy to read, full color quarterly performance statements;
• Environmentally friendly monthly e-statements;
• Year-end tax letter that summarizes capital gains/losses and income. Simply attach it to IRS
Schedule D to minimize paperwork, reduce accounting costs and simplify tax preparation;
• Accounts safeguarded and segregated in client name at SEI PrivateTrust;
• Income and liquidity options;
• Client reviews, economic forecasts, white papers, webinars and special events;
• Archon support team at your service.
11. Cost and Fees:
•No transaction charges or commissions;
•Archon’s annual management fee is 1% over $1 million and
1 1/2% under $1 million. Multiple accounts with family
members or in a company plan take advantage of lower fee
aggregates over $1 million;
•Automated fee processing.
12. Conservative Asset Allocation Portfolio
What is the Investment? Archon’s Conservative Strategy is actively managed for enhanced income. It invests
in US short-term investment grade fixed income securities, including mortgage backed securities.The portfolio
will invest to a less extent in domestic and foreign non-investment grade fixed income, common stocks and
securities of real estate companies using SEI’s Private Client Defensive Strategy.The minimum investment is
$250,000.
How does it work? Our conservative strategy is a disciplined, scientific investment process which provides risk
management and broad diversification.As the result of our ongoing research and commitment to risk control,
we reposition asset classes and allocations depending on economic and market conditions. If interest rates rise
significantly,Archon would shorten maturities in the fixed income portion of the portfolio to reduce portfolio
risk.
Why invest now? With CD’s, money market funds,T-Bills and insurance company annuities yielding less than 1
½%, smart conservative investors are demanding better earnings from their fixed income investments.
Archon’s Conservative to Moderate Portfolio’s goal is to get “dead money” working harder for the conservative
investor
13. Conservative to Moderate Asset Allocation Portfolio
What is the Investment? Archon’s Conservative to Moderate Strategy is actively managed for enhanced
income. It invests in US short-term investment grade fixed income securities, including mortgage backed
securities.The portfolio will invest to a less extent in domestic and foreign non-investment grade fixed income,
common stocks and securities of real estate companies using SEI’s Private Client Conservagtive Strategy.The
minimum investment is $250,000.
How does it work? Our conservative to moderate strategy is a disciplined, scientific investment process which
provides risk management and broad diversification.As the result of our ongoing research and commitment to
risk control, we reposition asset classes and allocations depending on economic and market conditions. If
interest rates rise significantly,Archon would shorten maturities in the fixed income portion of the portfolio to
reduce portfolio risk.
Why invest now? With CD’s, money market funds,T-Bills and insurance company annuities yielding less than 1
½%, smart conservative investors are demanding better earnings from their fixed income investments.
Archon’s Conservative to Moderate Portfolio’s goal is to get your “dead money” working harder for you.
14. Moderate Asset Allocation Portfolio
What is the Investment? Archon’s Moderate Strategy is a balanced strategy for capital growth that invests in
domestic large, mid and small cap stocks, municipal bonds, income, international equity, emerging market debt
and equity, fixed income securities and money market funds using SEI’s Private Client Market Growth Strategy.
The minimum investment is $250,000.
How does it work? Our moderate strategy is a disciplined, scientific investment process which provides risk
management and broad diversification.As the result of our ongoing research and commitment to risk control,
we reposition asset classes and allocations over time depending on economic and market conditions.
Why invest now? After the fourth-longest bull market in history, the Dow Jones IndustrialAverage and S&P
500 are near all-time highs.The Federal Reserve has signaled higher interest rates and less Quantitative Easing.
The stock market is pricey.At these greedy levels,Archon takes profits on a portion of the portfolio’s stock
funds, reduce risk and reposition to lower risk, fixed income and money market funds. If stocks continue to
higher, we would take profits on more stock funds to reduce risk further. After stocks pull back and show
strength,Archon would buy back into stock funds at lower prices to take advantage of the next move up in
stocks. If interest rates rise significantly,Archon would shorten maturities in the fixed income portion of the
portfolio to reduce portfolio risk.
15. Moderate to Growth Asset Allocation Portfolio
What is the Investment? Archon’s Moderate to Growth Strategy is a balanced strategy for capital growth that
invests in domestic large, mid and small cap stocks, municipal bonds, income, international equity, emerging
market debt and equity, fixed income securities and money market funds using SEI’s Private Client Agressive
Growth Strategy.The minimum investment is $250,000.
How does it work? Our moderate to growth strategy is a disciplined, scientific investment process which
provides risk management and broad diversification.As the result of our ongoing research and commitment to
risk control, we reposition asset classes and allocations over time depending on economic and market
conditions.
Why invest now? After the fourth-longest bull market in history, the Dow Jones IndustrialAverage and S&P
500 are near all-time highs.The Federal Reserve has signaled higher interest rates and less Quantitative Easing.
The stock market is pricey.At these greedy levels,Archon takes profits on a portion of the portfolio’s stock
funds, reduce risk and reposition to lower risk, fixed income and money market funds. If stocks continue to
higher, we would take profits on more stock funds to reduce risk further. After stocks pull back and show
strength,Archon would buy back into stock funds at lower prices to take advantage of the next move up in
stocks. If interest rates rise significantly,Archon would shorten maturities in the fixed income portion of the
portfolio to reduce portfolio risk.
16. Growth Asset Allocation Portfolio
What is the Investment? Archon’s growth strategy is actively managed for long-term capital appreciation.
Depending on market conditions, it invests in a diversified mix of large cap, mid cap, small cap, international,
global, emerging markets and money market funds using SEI’s Private Client Equity Strategy. The minimum
investment is $250,000.
How does it work? Our growth strategy is a disciplined, scientific investment process which provides risk
management and broad diversification.As the result of our ongoing research and commitment to risk control,
we reposition asset classes and allocations over time depending on economic and market conditions.
Why invest now? After the fourth-longest bull market in history, the Dow Jones IndustrialAverage and S&P
500 are near all-time highs.The Federal Reserve has signaled higher interest rates and less Quantitative Easing.
The stock market is pricey.At these greedy levels,Archon takes profits on a portion of the portfolio’s stock
funds, reduce risk and reposition to lower risk, fixed income and money market funds. If stocks continue to
higher, we would take profits on more stock funds to reduce risk further. After stocks pull back and show
strength,Archon would buy back into stock funds at lower prices to take advantage of the next move up in
stocks.
18. Performance
Please note: the above figures reflect SEI’s performance for its mutual fund private
client accounts. Archon’s use of SEI’s private client mutual fund strategies
would have yielded higher or lower investment returns than those above.
19. ADV PartTwo
• ADV PartTwo - our “Brochure” is the required submission to the Securities
and Exchange Commission (SEC) by professional investment advisors that
specify the investment style, assets under management and key officers of
the firm.The form must be updated annually and be made available as public
record for companies managing in excess of $25 million;
• Archon delivers ADV PartTwo to all prospective clients and offers clients
annual updates.
20. For more information regarding an investment in Archon’s
professionally managed investment portfolios please contact
Elliot EJ Paul, CFP ®, President, Archon Advisory Corporation –
A Registered Investment Advisor.
Email: EJPaul@ArchonAdvisory.com
Direct: (856) 433-6700
Fax: (856) 433-8373
Suite 110
1926 Greentree Road,
Cherry Hill, New Jersey
08003