Managed Alternative Assets

The Managed Alternative Assets program employs sector and money market mutual funds for variable exposure to asset classes which have traditionally been inflation hedges and have exhibited low correlation to one another.  Up to 100% of an account’s assets may be committed to either the long, inverse or money market position on any given day. Managed Alternative Assets may not be suitable for conservative investors. Investors should have a three-to-five year investment horizon, an investment objective of moderate growth and be willing to accept significant volatility in the value of their investment.

Risk Assessment

Risks associated with the Managed Alternative Assets 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:


Managed Alternative Assets may be suitable for investors who seek moderate growth of capital, 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. 

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.