Discretionary Account Management

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Note: The following information has not been updated by the vendor since 01/14/10.

Address:	1418 Coburn Drive
	Tarpon Springs, FL 34689
Phone # for sales:	877 632 7491
Fax:	877 632 7491
Website:	www.absolutereturnstrategist.com
Click link to request additional product information.
E-mail address:	mattx@arportfolios.com

CATEGORY: ADVISORY SERVICES

General Information TOP

Product/Service name: Discretionary Account Management

Price (start-up cost, annual fee, monthly fee, one-time cost, etc.): 1% of assets and declining

Brief service description:

Absolute Return Portfolio Management LLC provides absolute return oriented account management. Absolute return strategies seek to provide positve returns in both up and down markets with low levels of account volatility. Our portfolio strategies are ideal for investors that are nervous and anxious about market declines and not convinced that a "buy and hold" strategy is always appropriate. We have a global focus which includes domestic and foreign equities, domestic and foreign investment grade bonds, high yield and emerging market bonds, real estate, gold, alternative energy and inflation hedges. Portfolios are very diversified and were designed with high-net worth clientele in mind. Our newsletter is an excellent means of learning more about our approach and investment philosophy and the digest version is FREE. The Absolute Return Strategist is a weekly newsletter that includes email ALERTS (as required) and provides guidance on all asset classes globally. We help investors focus on the most profitable segments of the domestic and foreign markets using index funds, ETFs and closed-end funds. We provide specific guidance on domestic equity style trends, foreign equity trends, foreign and domestic investment grade bonds, high yield bonds, gold, real estate and other inflation hedges. We also provide structured asset allocation recommendations for IRAs, Trusts, 401Ks, and retirement plans of varying risk tolerances. The Absolute Return Strategist is designed to provide consistently positive returns with low volatility in both up and down markets. We offer account management for investors that would prefer to delegate the day to day management of their portfolios.

This service is best suited for:

General audience
Beginner interested in trading
Novice trader
Professional trader

Markets followed:

Stocks
Bonds
Industrial groups
Cash markets
Mutual funds
Indices

Brokerage Information TOP

Brokerage services:

Discount
Online

Minimum account size (ex. $2000): $100,000

Base commission rate (ex. $19.95): Flat rate - FOLIOfn

Brief explanation of margin rates, if applicable:

N/A

Are discretionary account management services offered?

Recommendations TOP

Recommendations made: Daily

Recommendations made via: N/A

Buy Recommendations: N/A

Sell Recommendations: N/A

Recommendations and research based on: N/A

Features TOP

Performance reports: Yes

Does this service offer futures and options trading? Yes

Charts: N/A

Technical features: N/A

Support TOP

Hours available for contact (EST): N/A

Support:

Phone support
Newsletter via website

Additional Information TOP

Additional comments:

N/A

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Company Listing