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Economic forumfinalppt

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EWM Economic PPT 2012

EWM Economic PPT 2012

Published in: Economy & Finance, Business

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  • 1. 2012 Economic Forum Hosted by Executive Wealth Management Featuring: The Hartford’s Executive Vice President & Chief Investment Strategist Dr. Bob & State Representative Bill Rogers
  • 2. After 30 successfulyears in business… We will be rebranding to Executive Wealth Management
  • 3. Executive Wealth Management’s New Partners Welcome Our New Greg BarberPartners● Northville & Associates Dan Weaver & Bill Barker ● JacksonJohn Barbrick & Associates ● ScottvillePete Mitroff & Bill Waggoner ● Rochester
  • 4. The Team Established 1981 From left to right:Greg Barber, Mike Lay, Cathy Parkey, Tim Giampetroni, Michael Chechel, Kathryn Cuccaro, Cody Wickham, Albert Herzog, Karen Wickham, John Barbrick, Kathleen Burger, Adam Kulesza, Paul Anderson, Lisa McCormick, Craig Rumler, Aleia Jackson
  • 5. Executive Wealth Management & Fortunatus Investments Growth since 2007 $600,000 Asset Growth $500,000 Assets Under Management (thousands) $400,000 $300,000 $200,000 $100,000 $0 2007 2008 2009 2010 2011 Executive Wealth Management Fortunatus Investments
  • 6. Year of Getting Your House in Order Life Planning Annual Review• Estate Planning • Beneficiary Designations• Succession Planning • Property Titling• Insurance Planning • Charitable Giving Strategies
  • 7. PROTACTICAL Investment Management™
  • 8. Asset Fixed ETF Allocation Income Opportunity Fortunatus Investment Models Growth Total Return Moderate Growth Conservative Global Moderate Focused Income InternationalModerate Conservative Tax Adv. Total Return Pacific Rim Conservative Tax Adv. Conservative Liquidity Small Individual Account Equity Solutions Growth 30 Cornerstone Dividend 30 Foundation
  • 9. 1 Identify Global Opportunities Tactical Asset Management Process Within a diversified framework, we use a top down approach to tactically align our portfolios across global equity, fixed income, and Our Protactical investment alternative assets. process combines World Class Research fundamental and relative2 After opportunities are strength research to identified, fundamental research is used to determine the investments identify opportunities in best positioned to capitalize on these the global opportunities. marketplace, the investments best3 Relative Strength Analysis positioned to take Relative strength research is used on a advantage of those consistent basis to trigger entry/exit points, inter-quarter tactical moves opportunities, and the and downside protection measures. timing to make those Protactical adjustments.4 Ongoing Review The ongoing portfolio assessment includes performance reviews, a fundamental review of the positions held, and relative strength reviews of asset classes and sectors.
  • 10. In the ever changing global A Tactical approach financial markets of the 21st Tactical Asset Management for Your Portfolio century, a passive buy and hold V approach fails to properly protect investors against downside risk, as S many investors experienced in the market downturns of 2000 through 2002 and the financial crisis of 2008. We believe static buy and hold asset allocation models have Passive Management failed to deliver adequate returns and downside protection during these market declines.The rise of the S&P 500 since its October lows along with lower volatilityover recent weeks has pushed the index into a long term buy.Historically, this signal has been followed by significant further marketgains. This rise has been the result of relatively strong U.S. corporateearnings in the third quarter and a string of positive surprises in U.S.economic data. As a result, we have made some allocation updates in manyof your portfolios and you will see the activity in your accounts. Asalways, we will continue to watch the markets daily and provide anyupdates as they come available. Power of Protactical™
  • 11. Fortunatus Investments utilizes a multi-stepinvestment approach that seeks to participatein market advances while providing downsideprotection during market volatility. Protactical™ InvestingThe graph below shows the growth of $100,000 in our Global Opportunity ETF Modelsince inception on 6/30/2007 compared to a blended benchmark consisting of the S&P500, MSCI EAFE, and Barclays Aggregate Bond Index. This active ETF model targetsfavorable investment environments and the ETFs within those that are most likely toprovide outperformance.$120,000$110,000$100,000 $100,299 $94,209 $90,000 $80,000 $70,000 $60,000 J-07 D-07 J-08 D-08 J-09 D-09 J-10 D-10 J-11 D-11 Benchmark Global Opportunity Fortunatus Investments includes asset allocation, fixed income and tactical ETF models created and actively managed by Executive Wealth Management, a Registered Investment Advisor with the Securities and Exchange Commission (SEC). PAST PERFORMANCE IS NO GUARANTEE OF FUTURE RETURNS.
  • 12. Fortunatus Investments utilizes a multi-stepinvestment approach that seeks to participatein market advances while providing downsideprotection during market volatility. Protactical™ InvestingThe graph below shows the growth of $100,000 in our Asset Allocation Moderate sinceinception on 6/30/2007 compared to the S&P 500, which includes 500 leading companiesin leading industries of the U.S. economy. This active model targets a balanced riskapproached amongst equity, fixed income, and alternative markets.$120,000$110,000 $105,677$100,000 $90,000 $92,305 $80,000 $70,000 $60,000 $50,000 J-07 D-07 J-08 D-08 J-09 D-09 J-10 D-10 J-11 D-11 S&P 500 Asset Allocation Moderate Fortunatus Investments includes asset allocation, fixed income and tactical ETF models created and actively managed by Executive Wealth Management, a Registered Investment Advisor with the Securities and Exchange Commission (SEC). PAST PERFORMANCE IS NO GUARANTEE OF FUTURE RETURNS.
  • 13. Investment Policy CommitteeTim Giampetroni, CFAChief Investment OfficerAlbert Herzog, III, MBA, CFP, ChFCPresident, Investment AnalystMichael Chechel, Jr. David MortonVice President, Investment Analyst Investment Analyst Nathan LarsonGregory J. Barber, CPA Chief Research AnalystInvestment Analyst
  • 14. One of the most innovative, forward thinking online services for retirement planning anywhere…
  • 15. 401KGPS Provides You With Clear Quarterly Investment Recommendations Critical Intra-Quarter Alerts & Signalsresearch-based Approach to Retirement Investing Financial Calculators & Custom Profiles
  • 16. Our Six - Step Membership ProcessSign-up Send Us Review Your Plan Manage Your 401K Continue to Send EnjoyWith 401K Your 401K & Send You Account Using Our You Our Timely Peace ofGPS & Plan Fund Recommendations Recommendations Recommendations Mindcomplete Optionsrisk profile No matter what type of investor you are, how many years until your retirement, or the type of work retirement plan you have... 401K GPS will help you navigate the markets and manage your retirement nest egg.
  • 17. Your 401KGPS Command Center Welcome John SmithCurrent Balance tab shows our recommendationsfor how you should allocate the money you havealready contributed to your account.Future Contributions tab shows ourrecommendations for how you should allocateyour payroll deductions and any employermatching.
  • 18. Executive Team Research TeamAlbert Herzog, III, MBA, CFP, ChFC Tim Giampetroni, CFAChief Executive Officer, Founder Chief Research AnalystAdam Kulesza, CFP, ChFC, CLU Michael ChechelChief Operating Officer, Co-Founder Co-Founder, Investment Analyst 401KGPS Team Gregory Barber, CPA Investment Analyst Operations Team Sales TeamMichael J. Lay, CFP Cody WickhamChief Administrative Officer Director of Advertising, AnalystCraig Rumler, MBA Lisa McCormickChief Compliance Officer Marketing Specialist Maryheyln Kirwan Director of Communications and Media Relations Paul Anderson National Sales Director
  • 19. Nationwide Marketing StrategyPaul AndersonNational Advisor ConsultantMaryhelyn KirwanDirector of Communications and Media Relations► Interface and actively pursue advisors tojoin our growing network of financialprofessionals using our FortunatusInvestment models.► Increase our presence nationally andlocally through conferences, events, andshows.► Actively promote 401KGPS, toemployers, advisors, and the online retailcommunity.
  • 20. Referral System$25 Gift card to any client who refers someone to the site
  • 21. We appreciate the continuedtrust and confidence you have in our firm and we look forward to a great year in 2012 Thank You