Our investment methodology:
I helped create Process Portfolios to give clients and partners access to institutional caliber portfolio management that is 100% transparent, highly liquid, cost efficient, and diversified. My firm and I work closely with each of our clients to build a customized long term solution that aims to fulfill investing goals and serve future financial demands.
By using a predefined investment process, Process Portfolios benefit from systematic investment decisions that remove difficult to manage emotions from the investment process, yielding smarter investment decisions that more effectively manage long term risk.
The Recession Probability Indicator I developed plays an important role in defining my firm’s response to rising, or falling, investment risk.
Most Recent Portfolio Performance Reports…
Process Portfolios 2016 Performance Summary January 15, 2017
It was a pretty good year for ACI portfolios with Market Income and Durable Opportunities providing particularly strong risk adjusted returns. The video is front loaded with the key information first and then a brief discussion of how each portfolio did over the year. CLICK HERE to keep reading…
Q3 Performance Update including Year-to-Date Results and 4th Quarter Outlook.
Out of respect for everyone’s time and interest, I’ve included a quick “executive” summary below and also front loaded the video with the key numbers. Those wanting a little more detail can…CLICK HERE to keep reading
ACI Process Portfolios: 1st Half 2016 Performance & 2nd Half Outlook
The video below has the most important information in the first minutes including performance details. The video player has controls to allow you to fast forward, pause or repeat whatever section of the video is most relevant to you.
CLICK HERE to keep reading
Q1 2016 Year-to-Date Results and Market Outlook Update
The included video reviews performance for all 6 Process Portfolios results year-to-date through April 15, 2016 and also features an updated Market Outlook.
We began 2016 with the worst January in at least a generation and a return to higher levels of volatility thanks to central bank statements and decisions that seem to be increasingly opaque to some market watchers. I’ve been fortunate in that the Fed hasn’t done anything far distant from my expectations, at least so far. CLICK HERE to keep reading
2015 Process Portfolios Performance Summary
* 4/6 Portfolios beat their benchmarks.
* 3/6 Portfolios outperformed the market (only 1 is designed to do that). All 3 market beating portfolios did so with approximately 30% less risk than buying an S&P 500 index fund.
* Significant out-performance in Market Income Portfolio and good 2nd half performance in Durable Opportunities.
* Video also contains a very brief discussion of investment risks my firm and I are watching in 2016.
The video below is organized in an “executive” brief format with key data presented in the first few minutes, followed by brief discussions of each portfolio.
Please review relevant disclosures by clicking the buttons at the bottom of the page.
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Chief Market Strategist
ACI Wealth Advisors, LLC
Process Portfolios, LLC.
Investing involves risk. Past performance is no guarantee of future results. Opinions expressed in the above videos are not guarantees.