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Tactical Allocation Factsheet
1. Braver Wealth Management, LLC
Preserving Wealth In Down Markets
Braver Tactical Allocation
Ending June 2011
Strategy Description
INVESTMENT Active Tactical Allocation to major asset classes is critical to risk control and downside market protection. Our
PROFESSIONALS proprietary Tactical Allocation computer models allocate assets to three primary asset classes using Exchange Traded
Funds (ETF’s) as the underlying investment vehicles; S&P 500 (SPY), Barclays Aggregate Bond Index (AGG), and
ANDREW P. GRIESINGER Cash. The maximum equity exposure is 75%, the maximum fixed income exposure is 25% and the maximum cash
Chief Investment Officer
allocation is 100%.
BS - Cornell University
Experience: 12+ Yrs
DAVID J. D’AMICO, CFA
President Growth of $1,000
BS - Bentley College
MS - Boston College Braver Tactical Allocation 60% S&P 500 / 40% BarCap AGG
1500
Experience: 20+ Yrs
1400
JOSEPH B. LUDWIG
1300
Managing Director
BS, BA - Rutgers University 1200
MS - Rensselaer Polytechnic
Institute 1100
Experience: 20+ Yrs 1000
CHARLES M. TOOLE, CFA 900
Q1 2004 Q4 2004 Q4 2005 Q4 2006 Q4 2007 Q4 2008 Q4 2009 Q2 2011
Assistant Vice President
BS - Worcester Polytechnic
Institute
Annualized Returns
MS - Northeastern University Manager vs Benchmark: Return through June 2011
(not annualiz ed if les s than 1 y ear)
Experience: 5+ Yrs Since
YTD 1 year 3 years 5 years
Inception
DAVID SCHIFFER
Analyst
BA - University of Braver Tactical Allocation 5.19% 18.14% 8.49% 6.60% 8.24
Massachusetts
Experience: 5 Yrs
60% S&P 500 / 40% BarCap AGG 4.73% 19.57% 5.36% 4.90% 8.31
Risk Analysis
Superior Risk Adjusted Results Downside Protection
April 2004 - June 2011 Drawdown
April 2004 - June 2011
6%
0%
5% -5%
-10%
4%
Return
Contact -15%
David J. D'Amico, CFA 3%
President -20%
117 Kendrick Street, Ste 800
2%
-25%
Needham, MA 02494
1%
617.969.0223 Office 0% 2% 4% 6% 8% 10% 12% -30%
Standard Deviation Q1 2004 Q4 2004 Q4 2005 Q4 2006 Q4 2007 Q4 2008 Q4 2009 Q4 2010 Q2 2011
617.969.0224 Fax
ddamico@braverwealth.com Braver Tactical Allocation
Mark et Benc hmark :
60% S&P 500 / 40% BarCap AGG
Cash Equivalent:
Citigroup 3-month T-bill
Braver Tactical Allocation 60% S&P 500 / 40% BarCap AGG
Braver Wealth Management, LLC 117 Kendrick Street, Ste 800, Needham MA 02494 Ph: (617) 969-0223 www.braverwealth.com Email: ddamico@braverwealth.com
2. Tactical Allocation Braver Wealth Management, LLC
Page 2 Ending June 2011
Multi-Statistic Analysis
Braver Wealth Management ZephyrStyleADVISOR: Braver Wealth Management
Multi-Statistic
April 2004 - June 2011
2.5
2
1.5
1
Braver Tactical Allocation
60% S&P 500 / 40% BarCap AGG
0.5
0
Alp ha Be ta Ex c e s s R e tur n Sha r pe In for matio n R atio Pain
v s. vs . vs . R a tio vs . R atio
Ma r k e t Mar k et Mar k et Mar k et
Peer Review
Braver Wealth Management ZephyrStyleADVISOR: Braver Wealth Management
Manager vs Morningstar Moderate Allocation: Return
April 2004 - June 2011 (not annualized if less than 1 year)
30
25
Brav er Tactical Allocation
20
60% S&P 500 / 40% BarCap AGG
Return
15
5th to 25th Percentile
25th Percentile to Median
10
Median to 75th Percentile
5 75th to 95th Percentile
0
YTD 1 year 3 years 5 years
GIPS Performance Disclosures
Tactical Allocation Composite
1-January-2004 through 31-December-2010
Total Benchmark Internal
Number of Total Composite Total Firm
Year Return Return Dispersion
Portfolios Assets ($Million) Assets ($Million)
(percent) (percent) (percent)
2004 6.6 8.4 17 0.5 8.2 326.2
2005 1.0 3.9 67 0.5 19.0 334.4
2006 8.6 11.1 57 0.4 19.0 381.6
2007 2.8 6.2 57 0.6 21.1 394.5
2008 -7.1 -21.6 44 1.3 14.4 327.9
2009 15.6 18.5 96 0.6 26.4 432.4
2010 10.6 12.2 111 0.8 32.2 524.2
Braver Wealth Management, LLC. has prepared and presented this report in compliance with the Global Investment Performance Standards (GIPS®)
1 Braver Wealth Management, LLC. (f/k/a Tandem Financial Services Inc.) is an independent investment management firm established in 1987. The firm manages a variety of
equity, fixed income, and balanced portfolios for individuals and institutions. Additional information regarding the firm's policies and procedures for calculating and reporting
performance is available upon request.
2 The Tactical Allocation composite uses computer models to allocate assets among money market funds, US bonds, and US equity. The portfolios can have up to
100% in money markets, 75% in US equity, and 25% in US bonds.
3 The benchmark is 60% S&P 500 / 40% BarCap AGG.
4 This composite was created in January 1st, 2004. A complete list and description of firm composites is available upon request.
5 Valuations are computed and performance reported in US dollars.
6 Performance figures are presented before management and custodial fees but after all trading expenses.
7 Portfolios in this composite have a fixed fee schedule. The fixed fee is 1.00% on the first $2.5MM, 0.8% on the next $2.5 to $5MM, 0.6% on next $5 to $10MM and 0.4% over
$10MM.
8 Internal dispersion is calculated using the equal-weighted standard deviation of all portfolios that were included in the composite for the entire year.
Braver Wealth Management, LLC 117 Kendrick Street, Ste 800, Needham MA 02494 Ph: (617) 969-0223 www.braverwealth.com Email: ddamico@braverwealth.com