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How to Invest with your Morals
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How to Invest with your Morals

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  • 1. World Class
    Target Allocationsm Program
  • 2. Lighthouse Investments
    What is Target Allocationsm?
    Being in the right place at the right time.
    Different than Asset Allocation
    Evaluated and Reallocated on a regular basis
    Not Market Timing
    100% Mutual Funds
    Values
  • 3. Lighthouse Investments
    Regular Reallocation
    Based on performance-weighted market and economic indicators
    Based on current economic conditions
    Quarterly reallocation
    Values
  • 4. Lighthouse Investments
    Some of the Weighted Market Indicators Used for Reallocation
    • Institute for Supply Management monthly report
    • 5. Goldman Sachs Commodity Index (GSCI)
    • 6. 2 to 10 Year Treasury Note Spread
    • 7. Michigan Consumer Sentiment
    • 8. Long Term Interest Rates
    • 9. Dollar Exchange Rate
    • 10. Federal Funds Rate
    • 11. Copper
    • 12. Gold
    Values
  • 13. Lighthouse Investments
    Portfolio Composition
    • Only mutual funds
    • 14. Market Sectors from fixed income to equity
    • 15. Allocated into the sectors that we feel will outperform during the next quarter
    • 16. Has varied from 100% equity to 100% fixed income
    • 17. Most quarters are predominantly comprised of equity sector investments
    Values
  • 18. Lighthouse Investments
    Portfolio Decision Making Process
    Weighted economic and market indicators
    Screen total available funds using Morningstar
    Various performance and risk measures are used to determine funds(annual performance, Morningstar rating, Sharpe ratio, and average annual performance)
    Screen each fund if Socially Responsible or Values Based portfolio
    Evaluate prospectuses to determine minimum holding period and possible redemption fees
    Values
  • 19. Lighthouse Investments
    Available Portfolios
    Values
  • 23. Lighthouse Investments
    Target Allocation Models
    • Values Target Allocation
    • 24. Fundamental Target Allocation
    • 25. Socially Responsible Target Allocation
    Values
  • 26. Lighthouse Investments
    Values Target Allocation
    Portfolios composed of mutual funds whose composition is determined to be Values Responsible
    Values
  • 27. Lighthouse Investments
    Values Screening Criteria
    Values
  • 34. Lighthouse Investments
    Historical Violation Percentage
    • The portfolios have had different violation percentages each quarter.
    • 35. At portfolio re-allocation, they have never had any investment in companies that have abortion or pornography violations.
    • 36. The overall portfolio violation percentage has ranged from a low of 0% to a high of 4% in a quarter.
    Values
  • 37. Lighthouse Investments
    A Systematic Approach
    To all
    Aspects of Portfolio Management
    Values
  • 38. Lighthouse Investments
    Focus on Continuous Improvement
    in
    Portfolio Returns and Risk Control
    Values
  • 39. Lighthouse Investments
    Questions?
    Money Concepts International, Inc.
    11440 N. Jog Road
    Palm Beach Gardens, FL 33418
    Tel: 561.472.2000
    www.moneyconcepts.com
    All Securities through Money Concepts Capital Corp. Member FINRA/SIPC
    Money Concepts Advisory Service is a Registered Investment Advisor with the SEC
    All Non Securities and Non Advisory Products through Money Concepts International, Inc.
    Providers of Financial Services Since 1979
    Values