Internal Announcement March 1,
2006 |
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Contact: Matthew J. Saltzman Internal AnnouncementMarch 1, 2006 TODD LAUNCHES
HIGH NET WORTH Todd has launched a multi-discipline target return strategy. The strategy, which incorporates multiple asset classes, is based upon an asset liability matching strategy to identify a target return. By utilizing dynamic modeling, tactical asset allocation, and ETFs, we will provide clients with a multi-discipline strategy tailored to the client’s specific risk tolerance. The strategy provides efficiency, an elimination of non-systematic risk, and flexibility. The portfolio management process begins with a clear analysis of a client’s liabilities, risk tolerance, and time horizon. Once these factors are clearly identified, the target rate of return required is determined. Using a proprietary methodology incorporating downside deviation, the appropriate asset allocation is determined. The appropriate asset classes are filled using ETFs to provide diversification, low cost, and minimal tracking error. The first application of the strategy is as a high net worth solution. Each client will receive a financial plan which serves as a roadmap. All accounts are rebalanced in conjunction with adjustments to the financial plan. The high net worth offering is available to clients with investable assets of $2 million or more. All accounts will be customized and can be run as tax advantaged, based upon client preference. |
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