Portfolio Management > Managed
Portfolios > Broad
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
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
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.
through Securities Equity Group
Member NASD, SIPC & MSRB
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