1 / 8

Using the Tools of Today’s Generation for Institutional Asset Management

Crain Capital Management. Using the Tools of Today’s Generation for Institutional Asset Management. A New Era in Investment Management. Our Belief – buy and hold simply will not outperform the market. In order to add Alpha an advisor must be more proactive.

george
Download Presentation

Using the Tools of Today’s Generation for Institutional Asset Management

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. Crain Capital Management Using the Tools of Today’s Generation for Institutional Asset Management

  2. A New Era in Investment Management • Our Belief – buy and hold simply will not outperform the market. In order to add Alpha an advisor must be more proactive. • We Deliver - CCM provides prudently managed portfolios using exclusively Exchange Traded Funds (ETFs) with an emphasis on capital preservation. • Your Partner – CCM partners with advisors to find the right solution for your clients.

  3. CCM – Investment ManagementTop Down Approach • First we evaluate the overall market using macro economic indicators to determine whether the general market trend is positive or negative • During positive market trends CCM takes long positions in ETFs with downside protection in the form of trailing stop loss orders • During negative market trends CCM will employ defensive wealth preservation techniques including; protective put options, tighter stop losses, or purchasing defensive asset classes, money market &/or T-Bills • CCM uses approximately 14 different technical screens to identify those sectors or asset classes poised for outperformance • Once the sector(s) or asset class(es) is identified several alternative investments are compared to determine best of fit.

  4. CCM – Emphasis on Downside Risk A founding principal of CCM states that effective safeguarding of capital is an integral part of effective capital management. • Emphasis is placed on downside risk and the protection of portfolio capital. • Using institutional style stop-loss market orders along with put & call options, when appropriate, CCM can offer protection of a portfolio’s asset base .

  5. Current CCM Model Portfolios – as of 05/31/09 Growth Moderate Growth & Inc. Conservative Growth & Inc.

  6. Performance – as of 6/10/09

  7. Simple Math $300,000 $282,466 CCM-Mod 06/10/09 (10.08%) +4.71% Difference $84,541 (33.80%) $269,760 CCM-Mod 12/31/08 $198,780 DJIA 12/31/08 (.43%) $197,925 DJIA 06/10/09

  8. Crain Capital Management For More Information Contact Christopher A. Schipske, CPA, CFP cschipske@primefs.com 410-863-1040

More Related