(Strategic
and Tactical Asset Allocation Resource)
For more information, including ADV
disclosure brochure and fee schedule, call 412-367-9076 or email
us at staarbase@aol.com
and request information regarding Private Asset Management.
q
STAAR Conservative Income Portfolio
Portfolio
Manager: Andre Weisbrod
Minimum
Account Size: $250,000
Recommended
for: Investors seeking ordinary income (interest and
dividends) while having a professional manager make changes as
market conditions warrant.
Objective:
Income
Asset Types: Government bonds, corporate bonds, mutual funds, preferred stocks, stocks and exchange-traded funds
Risk: Low
to Moderate. Some fluctuation in principal value will occur
with changes in interest rates and other factors. Some
exposure to investment/default risk associated with governments
and corporations.
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MetaTrends Flexibly Managed Portfolio
Portfolio
Manager: Rick Katterson
Minimum
Account Size: $50,000
Recommended
for: Risk-averse investors who desire higher total returns
than interest-bearing instruments, yet want to minimize the
downside risks of stock markets.
Objective:
Participation in long-term stock market returns while avoiding
large losses associated with major corrections and bear markets.
Security
Types: Mutual funds, exchange-traded funds, stocks, bonds,
derivatives (will limit security selection as appropriate or if
desired by client)
Mutual funds, exchange-traded funds, stocks and bonds
Risk: Moderate, though can be more
or less aggressive depending on client objectives. Fluctuation
in principal value will occur as values of stocks and bonds
change. Some exposure to investment/default risk associated
with governments and corporations. Exposure to currency
exchange and political risk associated with any foreign
investments utilized. Manager strategy includes taking
large positions in bonds and/or money markets when stock and/or
bond market trends indicate increased risk. Unless
specifically agreed upon with the investor, the manager generally
has full discretion over asset types and transactions.
Portfolio
Manager: Andre
Weisbrod
Minimum
Account Size: $150,000
Recommended
for: Investors seeking diversification, a balance between
growth and income and moderate risk.
Objective:
Growth with some income, returns and risks in between stocks and
bonds
Security
Types: Mutual funds, exchange-traded funds, stocks, bonds,
derivatives (will limit security selection as appropriate or if
desired by client)
Risk: Moderate to higher. Fluctuation
in principal value will occur as values of stocks and bonds
change. Some exposure to investment/default risk associated
with governments and corporations. Exposure to currency
exchange and political risk associated with any foreign
investments utilized. Manager strategy includes increasing
or decreasing allocation to various asset categories and sectors
and increasing positions in bonds and/or money markets when stock
and/or bond market trends indicate increased risk. Unless
specifically agreed upon with the investor, the manager generally
has full discretion over asset categories and transactions.
Portfolio
Manager: Andre
Weisbrod
Minimum
Account Size: $150,000
Recommended
for: Investors seeking a higher total return and are willing
to accept higher risks.
Objective:
Growth
Security
Types: Mutual funds, exchange-traded funds, stocks, bonds,
derivatives (will limit security selection as appropriate or if
desired by client)
Risk:
Higher. Fluctuation in principal value will occur as values
of stocks and bonds change. Some exposure to
investment/default risk associated with governments and
corporations. Exposure to currency exchange and political
risk associated with any foreign investments utilized. Manager
strategy includes increasing or decreasing allocation to various
asset categories and sectors and increasing positions in bonds
and/or money markets when stock and/or bond market trends
indicate increased risk. Unless specifically agreed upon
with the investor, the manager generally has full discretion over
asset categories and transactions.
Portfolio
Manager: Andre
Weisbrod
Minimum
Account Size: $150,000
Recommended
for: Investors seeking a high total return and are willing to
accept significant risks.
Objective:
Growth
Security
Types: Mutual funds, exchange-traded funds, stocks, bonds,
derivatives (will limit security selection as appropriate or if
desired by client)
Risk:
High. Fluctuation in principal value will occur as values
of stocks and bonds change. Some exposure to
investment/default risk associated with governments and
corporations. Exposure to currency exchange and political
risk associated with any foreign investments utilized. Manager
strategy includes increasing or decreasing allocation to various
asset categories and sectors and increasing positions in bonds
and/or money markets when stock and/or bond market trends
indicate increased risk. Unless specifically agreed upon
with the investor, the manager generally has full discretion over
asset categories and transactions.
For more information, including ADV
disclosure brochure and fee schedule, call 412-367-9076 or email
us at staarbase@aol.com
and request information regarding Private Asset Management.