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 Avatar Associates
Investment Style: Flexible Asset Allocation, Disciplined Investment Management
About the Firm:
Avatar Associates has developed a flexible asset allocation approach designed to generate solid returns by reducing the perils of volatility.
Our aim is to create a finely tuned system that balances investment risk and reward. To this end, our clients benefit from a coordinated approach that blends asset allocation, rigorous security selection, and distinct sell strategies.
Our asset allocation model is a carefully calibrated, objective measure of economic factors and market trends. It is based on the fundamental premise that liquidity - the amount of money available in the economy and among investors - is the key force in driving stock and bond markets.
With a proven asset allocation model and a disciplined investment process, Avatar Associates has provided its clients with capital preservation in extended market declines along with solid risk-adjusted returns in rising markets.
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 Advisor's Capital Investments Inc.
Investment Style: Dynamic Asset Allocation, Fund Timing, Sector Timing
About the Firm:
Advisor’s Capital Investments, Inc. (ACI) develops and provides management models for use with variable annuities and ACI managed equity programs. Underlying all of the models is a management and decision making process known as the “Active Asset Strategies”. The Active Asset Strategies use a three-pronged decision making system. First, a signal generated from the Russell 2000 Index is consulted for permission to participate in the market. Second, after market participation permission is granted, a combination of indexes and sectors are ranked to determine which index and sector offer the best probability for performance. Third, the final part of the process compares the chosen indexes and sectors to money market returns. If upon completion of this last comparison, returns from the money market are more favorable, the assets being compared are relegated temporarily to the money market. In summary, each ACI Active Asset Strategy combines market timing, dynamic asset allocation and sector rotation in one overall strategy which is designed to meet an individual client's return versus risk objective. Every ACI managed strategy has a daily calculation for each asset held in order to effect a plan for risk control on an individual position basis. In testing over a five-year period, this approach has compared favorably to the best performing mutual fund returns in up markets and has compared favorably in controlling risk in down markets. Similarly, the process when applied to managed equity programs, also compares favorably to the best performing mutual funds on both an average and ultimate risk basis and on returns generated per unit of average risk exposure.
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 Anchor Capital Management Group, Inc.
Investment Style: Dynamic Asset Allocation, Sector Timing
About the Firm:
Anchor Capital Management Group, Inc., is a Private Wealth Management firm specializing in active portfolio management for high net worth families, trusts and institutions. Markets are dynamic. Our active management style gives us the vision to spot trends early, and the insight to act on them.
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 Clarke Lanzen Skalla Investment Firm, Inc.
Investment Style: Dynamic Asset Allocation
About the Firm:
We offer investment management programs for clients who wish to utilize our individualized services. Each program provides discretionary continuous investment advice based on the client's objectives, needs, risk tolerance, and style of desired management, utilizing registered investment company products of mutual funds, variable annuities, and/or exchange traded funds in association with the investment program selected. We also serve as an investment advisor to mutual funds for negotiated fees, which are paid pursuant to written advisory agreements.
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 Heritage Capital Management
Investment Style: Risk Reduction, Global View, Flexible Management
About the Firm:
We believe that every investor’s portfolio should include an investment program which provides:
- Risk Management Strategies
- Access to Global Market Opportunities
- A Flexible Management Style
Our Investment Programs offer a unique combination of service that cannot be obtained through mutual funds, stock brokerage accounts, or traditional asset allocation programs.
We begin by incorporating Risk Reduction Strategies into all of our investment programs. While there are no guarantees in investing, our goal is to defend against the severe losses that occur in extended Bear Market declines.
Next, we emphasize a Global approach to investing; offering investors access to the opportunities in the world’s major investment markets.
Finally, we utilize a Flexible Management Style. Our managers are given the freedom to adapt their focus to changing market conditions. We also pledge to keep our programs and strategies “state of the art” to stay current with Wall Street’s dynamic environment.
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 QMA Investment Management
Investment Style: Multi-Cap, Quantitative, Preservation of Capital
About the Firm:
"QMA" stands for our approach to investing - quantitative market analytics. As a multi-cap growth manager with a focus on absolute returns we base investment decisions on the results from a daily methodical review of data about the market. Before inclusion in portfolios, each investment vehicle is scrutinized with rigorous research and review.
In rating the outlook for stocks and mutual funds from strong to poor on a multi-point scale, QMA does not make subjective judgments. Instead, it compares the fundamental and technical qualities of individual company stocks or mutual funds and their relative price movement to various benchmarks that have proven statistically predictive of historical performance. The balance between expected rewards with expected risk is a key concept that sets the QMA approach apart from those employed by the majority of other investment management firms while continuing to produce superior investment returns.
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 USA Wealth Management, LLC
Investment Style: Fund Timing, Sector Timing
About the Firm:
Dennis Tubbergen, President of USA Wealth Management, LLC, has been working in the financial services industry for over 20 years. Recently, Mr. Tubbergen founded USA Wealth Management, LLC, a Michigan resigistered investment advisory firm to provide clients active growth management with an emphasis on capital preservation.
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 W.E. Donoghue & Co., Inc.
Investment Style: Tactical Asset Allocation, Disciplined Investment Management
About the Firm:
Our challenge, as managers of your investment portfolios, is to identify the types of funds likely to capitalize on current market trends and to identify the specific funds likely to perform well among those types of funds. This is done through a process of Market Momentum, Technical Trend Analysis or Tactical Asset Allocation, all of which are employed at WEDCO. Then there is the process of identifying the specific funds, from the choices available, that will be included in the portfolios. Finally, we continually monitor the market and your investments, making changes when financial conditions warrant.
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