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AdvisorLink® Programs
(As of February 28, 2010)
  YTD 1-year 3-year 5-year
Hg Capital Long/Short Govt. Bond
(5.02)
38.63
9.67
14.23
Niemann Equity Plus*
(3.76)
21.18
1.61
5.71
Niemann Risk Managed*
(3.54)
23.41
(0.38)
2.97
Potomac Guardian*
(2.41)
11.36
(0.78)
3.80
Purcell Olympic Blend I
(7.76)
17.44
n/a
n/a
Scotia Partners Growth S&P Plus
4.45
(5.19)
46.81
31.42
Scotia Partners Moderate Growth
1.90
(8.32)
13.70
10.97
Select Advisors Conservative
(2.86)
(4.60)
5.61
6.12
Select Advisors Moderate
(3.22)
(3.60)
13.72
n/a
Sojourn Columbus High Yield*
0.91
35.53
8.57
8.26
Third Day Aggressive
(0.75)
1.01
(3.98)
3.47
Third Day Ultra Aggressive
(2.89)
(5.14)
(9.15)
2.62
Third Day S&P Plan
(5.03)
0.67
3.34
n/a
Wellesley Convertible Bond*
1.41
33.97
7.74
6.87
S&P 500 Index* (0.85) 53.25
(5.75)
0.32

*The YTD number includes an estimated monthly performance number for the most recent month, and actual numbers for all other prior YTD months.  The 1-Year, 3-Year and 5-Year numbers are actual numbers for all months during the specified time period, with the exception of the estimated performance number for the most recent month.  The estimated performance number is based on a test account.  Fees in the test account are taken on a quarterly basis, and not accrued monthly.

The performance numbers presented above are for the professional money managers we currently recommend at Halbert Wealth Management, Inc. in our AdvisorLink Program. These numbers are net of fees and expenses and are from actual accounts. The dividends have been reinvested. The above money managers are all Registered Investment Advisors with the Securities and Exchange Commission (SEC) and/or their respective states. You should review their respective ADV Part II forms and Important Disclosures about each program before making any decision to invest. The numbers shown above are for limited time periods, and may not be representative of a complete market cycle or in different economic or market environments. Past results are not necessarily indicative of future results, and all of the above investments carry the risk of loss of principal as well as gain.

As a benchmark for comparison, the S & P 500 Index (which includes dividends) represents an unmanaged, passive buy-and-hold approach, which you cannot invest in directly. The volatility and investment characteristics of this benchmark may differ substantially (more or less) from that of the Advisors, which are actively managed. Comparison to the performance of the S & P 500 Stock Index is not meant to imply that investors should consider an investment in the AdvisorLink Program as comparable to an investment in the “blue chip” stocks that comprise the S & P 500 Stock Index. Be sure to read additional Important Disclosures (linked below) for each of the specific programs for more detailed disclosure information. Halbert Wealth Management has in the past also recommended, but no longer recommends, other Investment Advisors which have different performance results. A list of such recommendations and related information is available upon request. When reviewing past performance records, it is important to note that different accounts, even though they are traded pursuant to the same strategy, can have varying trading results. The reasons for this include: (i) the period during which the accounts are active; (ii) timing of contributions and withdrawals; (iii) the account size; (iv) minimum investment requirements and/or withdrawal restrictions; and (v) the rate of brokerage commissions and transaction fees charged to an account. There can be no assurance that an account opened by any person will achieve the performance returns similar to those set out herein for accounts traded pursuant to the various Advisors’ trading programs.

Hg Capital Long/Short Govt. Bond

Designed to allow aggressive investors the potential to capitalize on the up and down movements in price of the 30-year Treasury bond. More information here.

Niemann Equity Plus

Tactical Asset Allocation strategy (can go 100% to cash) using domestic, international and bond funds, as well as hedging strategies using funds that "short" the market. More information here.

Niemann Risk Managed

Tactical Asset Allocation strategy (can go to 100% cash) using only domestic stock funds. Also employs hedging strategies using funds that "short" the market. More information here.

Purcell Olympic Blend I

Olympic Blend I is a multi-manager, actively managed program that generally uses 100% non-equity holdings and may employ long or inverse non-equity mutual funds. More information here.

Potomac Guardian

Potomac's Guardian program is an attractive alternative for those investors who want a more moderate approach in an actively managed equity program. More information here.

Scotia Partners, Ltd. Growth S&P Plus

The Scotia Partners, Ltd. Growth S&P Plus Strategy provides a somewhat unique way to participate in a leveraged, long/short S&P 500 Index strategy. More information here.

Scotia Partners, Ltd. S&P Moderate Growth

The Scotia Partners, Ltd. Moderate Growth Strategy follows long-term, intermediate and short-term trends in the S&P 500 Index. More information here.

Select Advisors Conservative

The Conservative Strategy provides risk management by combining up to five non-correlated active management strategies. More information here.

Select Advisors Moderate

The Moderate Strategy is similar to the Conservative Strategy, but will usually have fewer active management strategies in the mix. More information here.

Sojourn Columbus High-Yield Bond

The primary goal of the Columbus High-Yield Bond Program is to provide superior risk-adjusted returns using high-yield bond investments. More information here.

Third Day Aggressive

The Third Day Aggressive Strategy is tailored for aggressive investors who want to diversify their portfolios by adding a leveraged investment with both a long and short market exposure. More information here.

Third Day Ultra Aggressive

The Third Day Ultra Aggressive Strategy is very similar to the Aggressive Strategy but with more aggressive trade allocations. More information here.

Third Day S&P Plan

The Third Day S&P Plan provides investors with a leveraged long and short exposure to the S&P 500 Index. More information here.

Wellesley Convertible Bond

Wellesley specializes in managing portfolios of individual convertible bonds using a proprietary methodology based on fundamental analysis. More information here.

 

 

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