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Select Portfolio Management > Managed Portfolios > Broad Based

Broad Based
Asset Management Program

Select Portfolio Management, Inc. offers a broad based asset management program to its clientele who have investments in mutual funds, variable annuities and/or variable life insurance products.

This program is based on the proprietary broad based model which has been exclusively developed by Select Portfolio Management, Inc. for its clientele with the primary goal of increasing the market value of the assets under management with an emphasis on preservation of capital.

Our broad based model is designed, over the long- term, with the goal of capitalizing on periods of market advances by investing in stock and/or bond funds and minimizing the effects of market declines by exchanging these investments into money market funds during periods of decline.

The broad based model is based on fundamental and technical analysis of the markets . Fundamental analysis is used to answer the question of where to invest, while technical analysis assists in answering when to invest in those markets.

When a buy or sell signal is generated by our broad based model, an exchange is processed between funds within the mutual fund family and/or individual series within the separate accounts of a variable annuity or variable life insurance contract.

A minimum of $25,000 in assets is required to participate in the broad based asset management program and is recommended as a long-term approach to maximize the value of your financial portfolios.

Securities offered through Securities Equity Group
Member NASD, SIPC & MSRB

 

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WARNING: The information given in this website does not constitute legal or accounting advice or opinion, and should not be relied upon for any planning purposes. It is provided solely and exclusively for general, non-specific educational purposes, and to advise the reader of the nature of the services offered individually by us. Planning of this nature is necessarily very circumstance-specific and therefore it would be dangerous to apply the very general rules described herein to any singular fact-pattern. Prudence demands that you consult with an experienced professional licensed in your state before attempting any of the planning techniques described herein. Additionally, the information given in this website is not meant to be a substitute for legal representation. You should consult with your local attorney regarding your suitability for the techniques stated herein under your local laws. You should also be aware that any attempt to defeat the collection of certain U.S. government and U.S. government-backed obligations can amount to a crime. 

NOTICE: We do not provide any tax related services, nor do we provide any tax advice, tax opinions, counseling on tax matters, tax strategies, tax products, tax shelters, or anything else of a tax-related nature. If you desire such planning you should contact a licensed tax attorney in your state. TAX EVASION IS A SERIOUS CRIME! Always seek a second opinion in regard to your tax planning: If someone tells you not to consult with the IRS or a licensed tax attorney or CPA prior to implementing any planning, there is something seriously wrong and you should think twice about such planning.

NO SPAM POLICY: We do not engage in mass mailings or send spam. Occasionally, scam artists and competitors will send spam with our e-mail return address (a/k/a “Joe Job”) in an attempt to spark complaints and retaliation. To the contrary, we wholeheartedly support the Spamhaus project.

 

© 2004 by Select Portfolio Management, Inc. All rights reserved. No portion of this page or any portion of this website may be reprinted or otherwise duplicated without express written permission of Select Portfolio Management, Inc.

NOT AFFILIATED WITH SELECT PORTFOLIO MORTGAGE