Gary D. Halbert, President; Halbert Wealth Management

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Niemann Capital Management
Niemann Global Opportunity

Niemann's objective with Global Opportunityis to exploit intermediate trends in both international and domestic stock and bond markets while seeking to limit risk. Niemann gradually increases long positions when its strategy confirms an upward trend. Accounts typically hold 10 to 20 positions from a broad universe of domestic and international equity and bond mutual funds and ETFs. During market downturns, Global Opportunity can gradually move to money market, cash, bonds and/or net short postitions (through the purchase of inverse funds) in an attempt to reduce long exposure and manage risk. Read more >>

Niemann Risk Managed

Risk Managed’s objective is to exploit intermediate stock market trends while also seeking to limit risk. This strategy invests only in domestic equity ETFs and mutual funds. There is no bond or international exposure. This program typically holds 10 to 15 positions representing a broad universe of mutual funds and ETFs that Niemann’s proprietary strategy has determined to have the highest potential for gain. In down markets, Risk Managed will move to cash (money market), awaiting another uptrend. Risk Managed can be fully invested, partially in cash, completely in cash, or even partially short as a hedge against existing long positions. It will not go net short. Read more >>

Niemann Dynamic Program

The objective of this strategy is to exploit intermediate trends in domestic markets by being fully invested in domestic equities at all times. Dynamic is a very aggressive approach, seeking to out-perform domestic equity benchmarks over a complete market cycle. Dynamic is typically allocated into 10 to 20 positions from a broad universe of domestic equities, encompassing a variety of asset classes and sectors. Far from a buy-and-hold strategy, Dynamic rotates among market sectors as conditions dictate, emphasizing investment return over capital preservation. It does not go to cash in down markets. Read more >>

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Investments discussed are not guaranteed and involve risk of loss. Be sure to read all important disclosures
before making a decision to invest. Past performance is not necessarily indicative of future results.
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