Economics, Commerce and Trade Management: An International Journal (ECTIJ)
ARL Advisers presentation
1. Dear Fellow Investor: I have entered the asset management business. My company, ARL Advisers, LLC, is a registered investment advisory in the State of Kentucky, and I am seeking your business. With all the options out there, why consider what I have to offer? First, I like to think that what I do is unique, but not special. I will not be selling you hype or the latest and greatest. My methodology is driven by my own research and the data, and all investing decisions are objective. Second, my market edge is the ability to use my computer, and I level the playing field even more by investing in markets not companies. Third, I put a great emphasis on risk management as it is one of the few aspects of the markets that I can control. Please take 15 minutes to review my presentation. Here I outline my approach to the markets, and the types of portfolios that we customize for our clients. More importantly, you will understand what I have been doing for the past 10 years of my life, and I hope you will come away with the notion that I am committed to providing you with the best service possible. As you review the material, ask yourself these three questions: 1) what was my financial plan for the past 10 years?; 2) how will I navigate the markets in the next 10 years?; 3) what is my plan to capture new opportunities and reduce risks in the future? I don’t have a crystal ball nor do I need one. However, I do have a plan and a methodology that should capture the major themes. My emphasis is on a disciplined strategy. In essence, I am offering highly stylized, institutional quality portfolios but without the churn of excessive trading and without the high fees. I look forward to talking to you soon, and thank you for your time. Guy “ See why we are different.” [email_address] click here for next slide
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9. The Strategy Asset allocation that is strategic, balanced, and targeted click here for next slide
20. Drawdown is the peak-to-trough decline (in percentage terms) of an investment, and it is measured from the time a retrenchment begins to when a new high is reached. Drawdown is a measure of risk.
26. click here for next slide Broad Market Portfolio: drawdown
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35. Past performance is not an indication of future performance and there can be no assurance that ARL Investment Advisers, LLC will meet its investment objectives. The information contained in this presentation is neither an offer to sell nor a solicitation of an offer to buy an interest in ARL Advisers LLC. Any such offer or solicitation can be made only be means of a confidential private offering memorandum and only in those jurisdictions where permitted by law. click here for next slide
36. THIS DOCUMENT IS INTENDED SOLEY FOR USE BY FINANCIAL ADVISORS AND THEIR CLIENTS OR BONA FIDE PROSPECTS WHO ARE ACCREDITED INVESTORS. THIS DOCUMENT MAY NOT BE REPRODUCED OR DISTRIBUTED, IN WHOLE OR IN PART, TO ANY OTHER PERSON NOR MAY IT BE USED IN PUBLIC SEMINARS, NEWSLETTERS OR ADVERTISEMENTS. PAST PERFORMANCE IS NOT NECESSARILY INDICATIVE OF FUTURE RESULTS. ALL DATA CONTAINED HEREIN HAS BEEN OBTAINED FROM RELIABLE SOURCES, HOWEVER ARL ADVISERS, LLC CANNOT BE REPONSIBLE FOR ERRORS AND OMISSIONS FROM SUCH SOURCES. THIS DOCUMENT IS NEITHER AN OFFER TO SELL NOR A SOLICITAION OF AN OFFER TO BUY UNITS OF LIMITED PARTNERSHIP INTERESTS IN THE ARL ADVISERS, LLC. AN OFFER OF SUCH INTEREST CAN BE MADE ONLY BY MEANS OF THE CONFIDENTIAL OFFERING MEMORANDUM. YOU AND YOUR FINANCIAL ADVISOR SHOULD CAREFULLY CONSIDER WHETHER YOUR FINANCIAL CONDITION PERMITS YOU TO PARTICIPATE IN ARL ADVISERS, LLC. YOU SHOULD BE AWARE OF THE RISKS IN THE FINANCIAL MARKETS AND OF INVESTING WITH ARL ADVISERS, LLC THE CONFIDENTIAL OFFERING MEMORANDA OF THE FUNDS CONTAIN A DESCRIPTION OF THE PRINCIPAL RISK FACTORS, EACH EXPENSE TO BE CHARGED TO THE FUNDS AND A STATEMENT OF THE AMOUNT, AS A PERCENTAGE RETURN AND DOLLAR AMOUNT, NECESSARY TO BREAK-EVEN (THAT IS, TO RECOVER THE AMOUNT OF YOUR INITIAL INVESTMENT). PROSPECTIVE INVESTORS WILL RECEIVE A DISCLOSURE DOCUMENT WHEN THEY ARE SOLICITED TO INVEST WITH ARL ADVISERS, LLC AND THAT CERTAIN RISK FACTORS BE HIGHLIGHTED. THEREFORE, YOU SHOULD ASK YOUR FINANCIAL ADVISOR OR THE GENERAL PARTNER FOR A COPY OF THE CONFIDENTIAL OFFERING MEMORANDUM AND STUDY IT CAREFULLY TO DETERMINE WHETHER SUCH AN INVSTMENT IS APPROPRIATE FOR YOU IN LIGHT OF YOUR FINANCIAL CONDITION. click here for next slide
37. email : [email_address] phone: 502 552 0018 mailing address: ARL Advisers, LLC 528 Barberry Lane Louisville, KY 40206 business hours: Monday – Friday, 8 a.m. to 5:00 p.m. EST websites: www.arladvisers.com www.thetechnicaltake.com