World Class <br />Target Allocationsm Program<br />
Lighthouse Investments<br />What is Target Allocationsm?<br />Being in the right place at the right time.<br />Different t...
Lighthouse Investments<br />Regular Reallocation<br />Based on performance-weighted market and economic indicators<br />Ba...
Lighthouse Investments<br />Some of the Weighted Market Indicators Used for Reallocation<br /><ul><li>Institute for Supply...
Goldman Sachs Commodity Index (GSCI)
2 to 10 Year Treasury Note Spread
Michigan Consumer Sentiment
Long Term Interest Rates
Dollar Exchange Rate
Federal Funds Rate
Copper
Gold</li></ul>Values<br />
Lighthouse Investments<br />Portfolio Composition<br /><ul><li>Only mutual funds
Market Sectors from fixed income to equity
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How to Invest with your Morals

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How to Invest with your Morals

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

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