This week is your last chance to lock in a substantial discount on the management fees for Weiss Capital Management’s ETF Strategic Allocation Portfolio. So before the work week begins tomorrow, I wanted to send you this quick reminder.
Plus, I want to give you an update on the exciting growth we’re seeing in the world of ETFs.
When I wrote to you just a couple of weeks ago, there were more than 500 ETFs available for trading on different stock exchanges. Now there are even more. Citigroup says the number of ETFs has grown to 526, with more coming out weekly. The American Stock Exchange listed 18 new ETFs this month alone, following the launch of 17 new ETFs in April.
And I believe that, within a year or less, there could be nearly 1,000 ETFs available to U.S. investors.
Not only are ETFs growing in number — they’re also fanning out to cover a wider variety of countries and regions … more industry sectors … broader investment styles … a greater variety of strategies and objectives … and, perhaps most importantly, different asset classes.
Not only can you invest in the U.S., but also in the U.K. and the Pacific Rim.
Not only can you invest in advanced industrial nations, but also in the rapidly growing emerging markets of Southeast Asia, Latin America and even South Africa.
With ETFs, you can diversify into U.S. Treasuries and corporate bonds … gold, commodities and other inflation-sensitive assets … even the real-estate sector.
The result is many more opportunities for diversification, a long-ago recognized factor in helping to spread risk and improve the chances of long-term investment success.
That’s my goal with Weiss Capital Management’s ETF Strategic Allocation Portfolio. With one, single managed account for each investor, I strive to invest in:
- Some of the most promising industry sectors in the United States today.
- Some of the most reliable income-producing investments, with our favorite bond ETFs and high-dividend ETFs.
- In-demand natural resources, such as gold, silver and energy, with alternative ETFs.
- Rapidly growing foreign economies with ETFs tied to countries like China or Brazil, as well as more-developed economies in Europe and Asia.
- Even some of the most solid foreign currencies, with ETFs linked to the euro, the Swiss franc or the Japanese yen.
You can take advantage of the growing universe of ETFs on your own. Or we can manage it for you.
Our professionally managed investment strategy is suitable for investors with a moderate risk tolerance. It seeks capital appreciation through the vehicles I favor — ETFs. It is strategically allocated across the three asset classes — equities, fixed income and alternatives. When market conditions dictate, we can raise cash to help manage risk. And most importantly, it spans both domestic and international markets.
The Deep Discount on
Our Management Fee
Expires May 31
Your opportunity to lock in our discounted management fees ends just three days from now, at the end of business on May 31.
If the Weiss ETF Strategic Allocation Portfolio is right for you, and you invest $250,000* on or before May 31, you will permanently lock in our introductory management fee of just 1%. On a $250,000 investment, that’s a savings of 33% over our normal 1.50% annual fee.
Weiss Capital Management is an SEC registered investment advisory firm, separate from Weiss Research, Inc., the publishers of Money and Markets. It has been managing money for individual investors and institutions for 26 years. And using our managed account programs, we have the ability to help match your personal investment goals to our various programs.
The number to call for more information — and to talk with one of our financial advisors to determine if this program is suitable for you — is 800-814-3045.
I’m sorry, but if you want to get started before May 31, there’s no more time for email. So please call instead. We’re open tomorrow at 8:30 a.m. Eastern Time.
Best wishes,
Dan Ascani, Executive Vice President
Weiss Capital Management, Inc.
Portfolio Manager, Weiss ETF Strategic Allocation Portfolio
DAscani@WeissCM.com
P.S. For important disclaimers and disclosures, please click here.
* New or additional investments only.
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Money and Markets (MaM) is published by Weiss Research, Inc. and written by Martin D. Weiss along with Sean Brodrick, Larry Edelson, Michael Larson, Nilus Mattive, and Tony Sagami. To avoid conflicts of interest, Weiss Research and its staff do not hold positions in companies recommended in MaM, nor do we accept any compensation for such recommendations. The comments, graphs, forecasts, and indices published in MaM are based upon data whose accuracy is deemed reliable but not guaranteed. Performance returns cited are derived from our best estimates but must be considered hypothetical in as much as we do not track the actual prices investors pay or receive. Regular contributors and staff include John Burke, Amber Dakar, Kristen Adams, Jennifer Moran, Red Morgan, Adam Shafer, Jennifer Newman-Amos, and Julie Trudeau.
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