EAM - Market Update - April 2017 - Delivering AlphaSubmitted by Elite Asset Management on April 3rd, 2017
We're an independent fee-only registered investment advisory firm (RIA) for investors that are looking for a better way to invest, are fed up with poor investment performance, and high fees.
Our solution to this problem is offering a suite of top-level investment strategies with no minimums, no hidden fees, and no trading charges.
Our strategies continue to perform exceptionally strong in 2017, and we continue to see a trend of strong performance that started in late 2016. We continue to beat our benchmarks by a wide margin, and while many investors are seeing mediocre returns, we are experiencing strong returns.
Our top 2017 investment strategies and a bond strategy, year-to-date:
- Satellite - NASDAQ with 16.16% return.
- Satellite - LONG SHORT with 13.23% return.
- Satellite - GLOBAL with 11.57% return.
- Satellite - BOND MODERATE with 2.73% return.
SPY, the S&P500 ETF, returned 5.92%.
Click below to view the performance gross of fees as of 3/31/17 for 1 month, 3 month, 6 month, YTD, and 1YR.
You can view performance on our webpage HERE.
It's important to remember that we cannot control the returns the markets give us, but we can control what risks we are willing to accept and adjust accordingly. If we do not have systematic investment rules, it is easy to succumb to our emotions that cause us to buy and sell at inappropriate times. Our strategies and approach will remove confusion from investing and provide peace of mind through all market cycles.
Very Truly Yours,
Basic 401k Strategy
This strategy can be replicated inside most 401k's. This strategy adjusts quarterly and is designed for investors who don't want to worry about up the daily ups and down of the market, yet want to follow the overall trend.
401k Strategy 4.31% YTD
Recent Blog Posts
Here is a quick post about the pro's and con's of working with a robo-adviser or a human financial adviser. I feel it's possible to combine the best of both and offer it to clients for a low fee.
Please let me know what questions you have regarding our strategies or if you're interested in becoming a client.
Until next month.