Why would you want your client to invest in a Managed Account?
-
It provides you with a product and specialized service that differentiates you in the market place.
-
You give your clients some peace of mind in uncertain times.
-
Assets under management can be protected against
significant declines in the market.
Compound Annual Returns by Portfolio Type
| Product |
2003 |
2004 |
2005 |
2006 |
2007 |
2008 |
2009 |
YTD /10 |
| Lehman Aggregate Bond Index |
4.1% |
4.34% |
2.43% |
4.33% |
6.97% |
5.9% |
5.13% |
3.61% |
| S&P Total Return (Benchmark) |
28.69% |
10.88% |
4.91% |
15.79% |
5.49% |
-38.49% |
26.46%
|
-6.65% |
| Private Client Managed Accounts |
26.74% |
4.35% |
10.75% |
16.12% |
10.40% |
-28.65% |
31.92%
|
5.58% |
| S&P 500 Managed Accounts (SPY) |
N/A |
N/A |
N/A |
N/A |
7.39% |
-27.5% |
13.16%
|
-7.59% |
Click here to view the full Tear Sheet
On request, CMIS will provide supporting data for the above yield
representations
| Contact Information |
David M. Kovach/
President and CEO
1221 Brickell Ave
9th Floor
Miami, FL 33131
Phone: 888-210-5233
dkovach@cmisoptions.com |
|
Disclosure
Depending on your specific investment objectives and financial position, the investments discussed or recommended in this brochure may or may not be suitable for you. A minimum asset level is required. It is up to you to weigh any decision carefully. Past performance is not necessarily a guide to future performance and is no guarantee of future results. Income from investments may fluctuate. The price or value of any investment identified directly or indirectly in this brochure may fall or rise against your interests and the interests of other investors.
This brochure has been designed for informational purposes only and does not constitute an offer to sell nor a solicitation of an offer to buy any security which may be referenced. Not FDIC insured. No bank guarantee. May lose value. |
