Market Edge
The Market Edge program seeks capital appreciation with controlled drawdowns. The program has an absolute return objective, striving to provide a positive return over a complete market cycle. The program aims to capture gains during sustained bull markets and take defensive positions during sustained bear markets. Market Edge incorporates risk management techniques that are designed to tactically allocate across asset classes with various degrees of equity to bond exposure.
The program goal is to outperform the S&P 500 by allocating investments across various asset classes, including domestic equity, domestic bond, and money market mutual funds. The strategy is not restricted to a minimum or maximum percentage in either equity or bond funds. The Market Edge program may not be suitable for conservative or moderate investors, particularly due to its use of leveraged mutual funds.
Risk Assessment
Risks associated with the Market Edge program include principal risk and market, or systematic risk. While the program seeks to mitigate these risks by using active, tactical allocation approaches, that does not remove all risk. The program cannot be considered diversified among all asset classes and utilizes leveraged funds and sub-accounts.
Please consult your financial advisor for help deciding which program may be suitable for you.
Suitability:
The Market Edge program may be suitable for investors who seek growth and actively managed exposure to equities and fixed income, have a three-to-five year time horizon, and who value an approach other than buy-and-hold. This program is not managed for tax efficiency. Investors should expect occasional high fluctuation of capital.
Purcell Management Fees:
2.5% maximum annual fee with applicable breakpoints
Minimum Investment: $50,000 at Rydex Funds and Trust Company of America
Minimum Investment: $25,000 in a variable annuity
DISCLOSURE: All investments have the potential for loss as well as profit. No current or prospective investor should assume that future performance results will be profitable or equal the Purcell Advisory performance. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment or investment approach will be profitable. The information provided here is intended to be general in nature and should not be construed as investment advice or as a recommendation of any specific fund, security or investment approach. Investors should consult with a financial advisor before investing.