Investment Strategies

All Season Financial Advisors Investment Strategy Overview

All of our investments strategies have a few common characteristics. All use an active trading approach to generating returns using our own proprietary trading system. All strategies use specialty mutual funds, exchange traded funds, individual stocks, limited partnerships, bonds or a combination of all to generated returns. Trading systems of any kind generate higher expenses including taxes especially for those in higher tax brackets with large taxable investment accounts. In general, we strongly recommend that our clients maintain a minimum of two or more unique investment strategies as components of a total portfolio including representation for both absolute return and relative return categories.

How to Use This List of Strategies

Strategies below are listed from lowest volatility (risk) on top to highest volatility at the bottom. Lower risk strategies typically offer investors a more controlled return stream but also less return potential. Higher risk strategies are the opposite in that they accept a greater amount of market risk and volatility in pursuit of higher returns. Investors with shorter investing time horizons should clearly orient their mix of strategies toward the upper end of this list, while long term, more aggressive, investors with a greater tolerance for risk should consider heavier allocations to the strategies at the bottom of the list.


High Income	This strategy is appropriate for anyone who is interested in capitalizing on the growth and income potential available through the corporate bond markets while assuming very little downside risk to investment principle. High Income serves as a nice compliment to any of our equity oriented strategies and is especially attractive during recessionary economic periods. ($100k Min.)	View Info
All Season	Our strongest portfolio on a risk adjusted basis. Generates consistent returns with statistically ½ of the market’s risk and volatility. All Season completed 10 consecutive years of positive returns through 2007 and has outperformed the S&P 500 for 1, 3, 5 and 10 year periods as of the end of 2008 making this truly a strategy for all seasons. ($100k Min.)	View Info
Absolute Return	This portfolio attempts to remain invested in the strongest of the new mutual funds available through the new Morningstar "Long / Short" category as well as periodic positions in commodities, bonds and other non-correlated asset classes. This strategy is open to smaller accounts ($50k).	View Info
Alternative Investment Platform	Our developing suite of alternative investments for our accredited Investors ($1.5M net worth). Alternative investments (AI) take many forms but most notably hedge funds, funds of hedge funds, private equity, and private placements. Our AI platform offers investors a unique method of generating returns with little or no correlation to the broad equity markets and a fraction of the risk while producing respectable results. (Minimums - Variable)	View Options

High Dividend (New in 2008)	The time for High Dividends has come. High Dividend is a stock only strategy that attempts to remain fully invested in fundamentally strong companies with high free cash flow and consistent, sustainable dividends. The combination of income and capital appreciation offers investors a true equity income option. ($100k Min.)	View Info
Worldwide Sectors (tax efficient)	A 10 year old growth strategy employing sector oriented exchange traded funds and individual equities. Market exposure is adjusted regularly by raising cash and or the use of short positions to hedge the portfolio according to market conditions. ($100k Min.)	View Info
Total Objective Portfolio	This is a one of kind, multi-strategy model using stocks and ETFs to generate strong returns with attractive risk metrics. Under one account, investors will benefit from the diversification of four unique strategies that performing differently in various market conditions. ($100k Min.)	View Info
Annuity Sectors	Our long standing annuity option is open to new investors through Jefferson National and a great option for those needing to shelter larger taxable accounts from taxes.. The portfolio overweights and underweights various sector funds according to past 1,3 and 5 year performance. ($100k Min.)	View Info
Hedged Equity (Socially Responsible)	Managed by a superior stock picker with an excellent performance history. The Hedged Equity model invests directly in a focused group of 20-28 domestic and foreign stocks and will periodically hedge the portfolio with short positions or cash to limit periodic losses and control volatility.($100k Min.)	View Info
New Power (Clean Energy, Healthy Lifestyle, Bright Green)	This strategy offers investors an opportunity to participate in the promising new alternative energy and healthy lifestyle sectors. This strategy can be very volatile and is not risk managed beyond selling positions that have reached intermediate or long term price targets. ($50k Min.)	View Info