Halbert Wealth Management (HWM) has introduced "HWM Alpha Advantage", a new program that combines multiple strategies with low correlation into a single investment account.
Since 1995, HWM has been offering to the investment community professional money managers who have delivered superior returns with managed risk.
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HWM looks for ways to combine the strategies of these money managers to optimize performance and reduce portfolio risk.
The best news is that these strategies perform exceptionally well together. The net annualized hypothetical return from August 2005 to February 2014 would have been 23.4%, versus 7.1% for the S&P 500 Index. Just as impressive, the worst drawdown (measured as of month-end) would have been only 13.8%, compared to 50.9% for the S&P 500.
(As always, past performance is no guarantee of future results. Be sure to read Important Disclosures, including limitations on using hypothetical numbers and limitations on comparisons to Indexes before making a decision to invest.)
Gary D. Halbert, president and CEO, HWM, said: "What we discovered was a combination that quite simply blew our doors off! We found a combination of strategies that together would have significantly outperformed stock market returns with less downside risk as measured by drawdowns. Alpha Advantage is the hottest strategy combination I have seen in years."
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