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The new way to invest and save

The financial products have gone through endless changes, adjustments or revisions and yet even with all these changes the delivery method has remained that of a transaction commission based strategy. True independence for the Rep to select any insurance product or provider that is most appropriate for their client. This is accomplished NOT WITH a Securities Brokers License(Broker/Dealer 6/7) but WITH a Series 65 RIA Registered Investment Advisor Fiduciary license.

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The new way to invest and save

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  1. New Life Financial Planning A SEC Registered Investment Advisor NLFP Investment Advisor Representative

  2. NOTE: The Following Presentation is for training purposes ONLY and is not to be used with the General Public. Use ONLY Client APPROVES Presentations With the General Public New Life Financial Planning

  3. The following information is for illustrations purposes ONLY. The following information DOES NOT Illustrate the actual performance that may be experienced by an individual investor. The actual investment performance of any individual investment account will be higher or lower than this illustration. Your personal investment risk tolerance and all aspects of any investment, to include fees, should be carefully considered before making any actual investment. The past performance of any investment is NO guarantee of future performance. FANAdvisors: First American National Advisors

  4. ▪ A SEC Registered Investment Advisor… Always do what is in the best interest of the Client ▪ Committed To The Best Possible… Investment Advisory Services and Education

  5. When It Comes To Investments, We Believe Every Investor Has Two Basic Goals… 1) Earn Money 2) Do Not Lose Money

  6. Most people have been lead to believe… THERE IS ONLY ONE WAY TO INVEST Invest In The “Market” And Live With The Inevitable Downs and Ups

  7. But, There Are Actually TWO, Very Distinct And Different Ways To Invest: 1. Strategic 2. Tactical

  8. Strategic  Traditional Approach  Common To Mutual Funds  “Buy And Hold”

  9. S & P 500 Index Decade Of the 1990’s (14.53% Annualized Return) $423,000 $100,000

  10. S & P 500 Index Decade Of The 2000’s (-2.23% Annualized Return) $100,000 $79,000

  11. So Then What Is Tactical Managed Money?

  12.  ACTIVE PROFESSIONAL Money Management

  13.  ACTIVE PROFESSIONAL Money Management  Constant Attention By A Professional Manager

  14.  ACTIVE PROFESSIONAL Money Management  Constant Attention By A Professional Manager  Flexibility To Use Multiple Asset Classes

  15.  ACTIVE PROFESSIONAL Money Management  Constant Attention By A Professional Manager  Flexibility To Use Multiple Asset Classes  Trends And Indicators, NOT Timing

  16.  ACTIVE PROFESSIONAL Money Management  Constant Attention By A Professional Manager  Flexibility To Use Multiple Asset Classes  Trends And Indicators, NOT Timing  Ultimate Asset Protection: Cash

  17.  ACTIVE PROFESSIONAL Money Management  Constant Attention By A Professional Manager  Flexibility To Use Multiple Asset Classes  Trends And Indicators, NOT Timing  Ultimate Asset Protection: Cash  Asset Preservation & Asset Appreciation

  18. The Goal of Tactical Managed Money: ▪ Capture Upside or Positive Performance ▪ Avoid “Drawdowns” or Negative Performance

  19. S&P 500 Index Fund 2000 Through 2014

  20. $183,578

  21. $350,000 $297,999 $300,000 $250,000 $183,579 $200,000 $150,000 MM 80% $100,000 S&P 500 $50,000

  22. $374,310 $297,999 $183,579

  23. But The “BIG” Question… Can It Really Be Done?

  24. Yes It Can Be Done… And It Has Been Done!

  25. A Better Investment Solutions

  26. I am associated with a… Registered Investment Advisor Firm That is working with some of the finest Money Managers To Help People Find and Develop “A Better Investment Solution”

  27. The Vast Majority Handle Their Investments, Tw0 (2) Ways…

  28. Tw0 (2) Ways… 1.Do It Yourself  Manage a 401k, Buy Mutual Funds or Stocks Direct 2.Work With A Broker or Securities Rep ▪ Buy Mutual Funds, Variable Annuities, Stocks or Bonds

  29. People are Looking For… “A Better Investment Solution”

  30. S&P 500 Index, Decade of the 1990’s 1/1990: $100,000 To 12/1999: $423,700 (14.53% Annualized Return)

  31. S&P 500 Index, Decade of the 2000’s 1/2000: $100,000 To 12/2009: $79,970 (-2.23% Annualized Return)

  32. Clearly What May Have Worked In The Past Has Not Worked in Recent Years

  33. There ARE Better Investment Solutions, That..  Address the investment challenges of recent years  Have performed year after year, in BOTH up and down markets  Provide access to managers that were once available ONLY to:  Institutions  OR Larger Account Balances

  34. Our “Better Investment Solutions” Are Provided Through… Carefully Selected Professional Money Manager that… Always work on “Making Money” BUT, Continually Focus on NOT “Losing Money”

  35. The Importance of NOT LOSING Money Investor #1: $100,000 Investor #2: $100,000

  36. The Importance of NOT LOSING Money Investor #1: $100,000 Investor #2: $100,000 40% Loss: $60,000 10% Loss: $90,000

  37. The Importance of NOT LOSING Money Investor #1: $100,000 Investor #2: $100,000 40% Loss: $60,000 10% Loss: $90,000 60% Gain: $96,000 50% Gain: $135,000

  38. The Importance of NOT LOSING Money Investor #1: $100,000 Investor #2: $100,000 40% Loss: $60,000 10% Loss: $90,000 60% Gain: $96,000 50% Gain: $135,000 Total Value Down (4%) Total Value UP 35%

  39. To Further Illustrate the Importance of NOT Losing Money… Let’s Take A Look At What Happened To Most Investors Versus What Would Have Happened If Exposure To Losses Had Been Reduced The Following Numbers Are Actual Audited Results, Net of All Fees From One of the Currently Available Manager Options

  40. What Actually Happened to Most Investors $100,000 From Jan, 2000 To Dec, 2012 S&P 500 With Dividends Reinvested $135,618

  41. What Would Have Happened If Exposure to Losses Had Been Reduced Sample Money Manager: Jan, 2000 To Dec, 2012 $212,253 $135,618

  42. Which Investment Would You Prefer? The Average Investment The Professionally Managed Account Description 2.57% 6.76% Annualized Return

  43. Which Investment Would You Prefer? The Average Investment The Professionally Managed Account Description 2.57% 6.76% Annualized Return 15.99% 14.72% Best Quarter -21.85% -5.70% Worst Quarter -55.31% -12.67% Maximum Drawdown 1.00 .27 Volatility Index

  44. Which Investment Would You Prefer? The Average Investment The Professionally Managed Account Description 2.57% 6.76% Annualized Return 15.99% 14.72% Best Quarter -21.85% -5.70% Worst Quarter -55.31% -12.67% Maximum Drawdown 1.00 .27 Volatility Index $212,253 56% More Money $135,618 Account Value

  45. Would You Be Interested In Evaluating What YOUR Investments Would Have Done Using This “Better Investment Solution”? If So… I Need To Gather Some Basic Information Past Performance Is NO Guarantee of Future Performance Please refer to individual investment manager for specific fees, expenses and performance information.

  46.  An official distinction we have over the majority of other financial advisors is Registered Investment Advisor …RIA  We are completely independent and objective when making investment or planning recommendations to our clients.

  47. We work for our clients NOT for Wall Street

  48.  We MUSTmake unbiased, prudent investment decisions for our clients.

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