An Amazing Year In Review - January 2018 NewsletterSubmitted by Elite Asset Management on February 4th, 2018
We created a rule-based investment process that helps our clients maximize gains and minimize losses, by adjusting to current market conditions based on our proprietary indicators. Our investment strategies will remove confusion and provide peace of mind through all market cycles.
We offer these strategies with full transparency, no hidden fees, and no trading charges.
Dear Fellow Investor,
Our strategies performed very well in 2017 and even though the overall market advanced, we experienced greater returns. I attribute these greater returns, or alpha, to our unique blend of strategic and tactical investing. Looking forward to 2018 I'm closely watching the markets, both stock and bond valuations, and so far the trend hasn't changed. However if the trend does change I'll adjust the strategies as appropriate to protect capital.
Below you'll see the YTD Total Return Numbers, Gross of Fee's* as of 12/31/2017.
EAM - Conservative Strategy: 17.81%
S&P 500® Index Total Return: 21.83%
Click to view our performance PERFORMANCE
Our unique approach to investing helps investors by reducing the uncertainty and anxiety of the markets, while helping them achieve their retirement goals.
If you're interested in learning more you may download our new report HERE, call me at 847.766.0800 or send an email at email@example.com
Recent Blog Posts & News
I was honored to be quoted in an article on Investopedia, the world's leading source of financial content on the web. The article was about generating better returns for clients this year as well as the next 20 years.
Until next month.
Elite Asset Management is an SEC registered investment adviser (RIA). You should not assume that any discussion or information contained in this letter serves as the receipt of, or as a substitute for, personalized investment advice from Elite Asset Management. It is published solely for informational purposes and is not to be construed as a solicitation nor does it constitute advice, investment or otherwise.
*S&P 500® Index
The S&P 500® Index is a free-float market capitalization-weighted index of 500 of the largest U.S. companies. The index is calculated on a total return basis with dividends reinvested. The index is unmanaged, its returns do not reflect any fees, expenses, or sales charges, and is not available for direct investment.
**Inception is as of 10/31/16 as the strategies were drastically different prior to this date.
Performance results are shown gross of fee's, the above returns would be reduced by when fee's are included. The maximum fee rate is 1.15% per year (12 months). Due to differences in actual account allocations, account opening date, timing of cash flow in or out of the account, rebalancing frequency, and various other transaction-based or market factors, a client’s actual return may be materially different than those portrayed in the model results. Investing entails risks, including possible loss of principal, past performance is no guarantee of future results. The information provided may contain projections or other forward-looking statements regarding future events, targets or expectations, and is only current as of the date indicated. There is no assurance that such events or targets will be achieved, and may be significantly different than that shown here. The information presented, including statements concerning financial market trends, is based on current market conditions, which will fluctuate and may be superseded by subsequent market events or for other reasons.