Ultra Select
The Ultra Select program seeks to provide capital appreciation with controlled short term drawdowns and low correlation to the S&P 500 Index. Ultra Select has an objective to match market returns during rising equity markets and to outperform the S&P 500 during falling equity markets. Assets are invested to either 100% money market or 100% leveraged equity mutual funds. Investors should have a three-to-five year investment time horizon, a moderate investment objective and be willing to accept short-term volatility in the value of their investment.
The Ultra Select program analyzes data daily with a formula based on mean reversion techniques and statistical probability within defined parameters. This mechanical model will manage risk through short-term exposure to the market during periods of high probability of market up turns and remaining in the safety of the money market up to 80% of the time.
Risk Assessment
Risks associated with the Ultra Select 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 Ultra Select program may be suitable for investors who seek moderate investment returns and actively managed exposure to the S&P 500 Index, 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.