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MONEY MANAGEMENT PROGRAMS

We will be offering money management services soon. Please see below the salient features of our 2 primary portfolio strategies. The Aggressive Growth portfolio will employ macro long/short strategies and seek to earn attractive total returns in all market environments. The Balanced growth portfolio will seek to outperform the S&P 500 using a diversified mix of equity and bond allocation strategies.

AGGRESSIVE GROWTH PORTFOLIO
More emphasis on equities
Ability to short sell when appropriate
More high beta sector strategies
Emphasis on capital appreciation
Prudent use of leverage & derivatives
BALANCED GROWTH PORTFOLIO
Less emphasis on equities
No short sales
More low beta sector strategies
Emphasis on capital preservation
Limited use of leverage & derivatives

Both these portfolios require a minimum initial investment of US$1,000 and are aimed towards investors interested in saving for long-term financial goals like college education for children, healthcare needs and retirement. Active investors who have the time and resources to trade regularly should subscribe to our Investment Ideas Hotline.

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