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Crain Capital Management. Using the Tools of Today’s Generation for Institutional Asset Management. A New Era in Investment Management. Our Belief – buy and hold simply will not outperform the market. In order to add Alpha an advisor must be more proactive.
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Crain Capital Management Using the Tools of Today’s Generation for Institutional Asset Management
A New Era in Investment Management • Our Belief – buy and hold simply will not outperform the market. In order to add Alpha an advisor must be more proactive. • We Deliver - CCM provides prudently managed portfolios using exclusively Exchange Traded Funds (ETFs) with an emphasis on capital preservation. • Your Partner – CCM partners with advisors to find the right solution for your clients.
CCM – Investment ManagementTop Down Approach • First we evaluate the overall market using macro economic indicators to determine whether the general market trend is positive or negative • During positive market trends CCM takes long positions in ETFs with downside protection in the form of trailing stop loss orders • During negative market trends CCM will employ defensive wealth preservation techniques including; protective put options, tighter stop losses, or purchasing defensive asset classes, money market &/or T-Bills • CCM uses approximately 14 different technical screens to identify those sectors or asset classes poised for outperformance • Once the sector(s) or asset class(es) is identified several alternative investments are compared to determine best of fit.
CCM – Emphasis on Downside Risk A founding principal of CCM states that effective safeguarding of capital is an integral part of effective capital management. • Emphasis is placed on downside risk and the protection of portfolio capital. • Using institutional style stop-loss market orders along with put & call options, when appropriate, CCM can offer protection of a portfolio’s asset base .
Current CCM Model Portfolios – as of 05/31/09 Growth Moderate Growth & Inc. Conservative Growth & Inc.
Simple Math $300,000 $282,466 CCM-Mod 06/10/09 (10.08%) +4.71% Difference $84,541 (33.80%) $269,760 CCM-Mod 12/31/08 $198,780 DJIA 12/31/08 (.43%) $197,925 DJIA 06/10/09
Crain Capital Management For More Information Contact Christopher A. Schipske, CPA, CFP email@example.com 410-863-1040