Growth Plus
The Growth Plus investment strategy seeks to take advantage of market volatility in an aggressive approach to the S&P 500 Index. This aggressive growth-oriented investment is for those investors who seek absolute returns regardless of market direction over a complete market cycle, and who can withstand drawdowns that may exceed -30%. The portfolio objective is to achieve high capital appreciation with minimum regard for short-term drawdowns.
The model employs an actively managed, tactical investment approach which seeks to determine the current direction of the S&P 500 Index and to position accounts accordingly. It relies on research analysis to identify periods when accounts should be invested in leveraged S&P 500 Index mutual funds and when they should be invested in inverse leveraged S&P 500 Index mutual funds. When market direction cannot be determined with high probability, a cash position is used.
Risk Assessment
Risks associated with the Growth Plus 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 Growth Plus program may be suitable for investors who seek aggressive growth 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:
2.9% 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.