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AdvisorLink® Programs
  YTD 1-year 3-year 5-year
Hg Capital Long/Short Govt Bond
4.79
7.74
17.04
n/a
Landis Columbus High Yield
(1.46)
(0.31)
5.85
7.62
Niemann Dynamic
(8.07)
(0.18)
10.72
16.05
Niemann Equity Plus
(4.61)
(1.65)
10.09
15.52
Niemann Risk Managed
(3.73)
(0.69)
7.63
11.51
Potomac Bull/Bear
(4.84)
(2.53)
5.07
9.95
Potomac Guardian
(1.34)
(2.61)
8.55
9.78
Scotia Partners Growth S&P Plus**
32.56**
90.43**
32.95**
n/a
Third Day Aggressive
(1.42)
(5.84)
4.83
8.76
Third Day Ultra Aggressive
(1.57)
(9.84)
6.07
n/a
Third Day S&P Plan**
1.91**
12.97**
n/a
n/a
Wellesley Convertible Bond
0.35
2.94
6.50
5.69
S&P 500 Index (5.03) (4.68)
8.23
10.62

Actual performance record (annual average) as of April 30, 2008.
**Actual performance record (annual average) as of May 31, 2008

The performance numbers presented above are for the professional money managers we currently recommend at Halbert Wealth Management, Inc. in our AdvisorLink Program. (There may be other programs recommended with different performance results that are not shown above.  Information on these is available upon request.)  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.  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.  The volatility and investment characteristics of this benchmark may differ substantially (more or less) from that of the Advisors.  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 below for each of the specific programs.  Halbert Wealth Management has in the past also recommended, but no longer recommends, other Investment Advisors.  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 Government Bond

The Hg Capital Advisors Long/Short Government Bond Program is designed to offer the aggressive investor a long and short exposure to the 30-year Treasury bond price movements. More information here.

Landis 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.

Niemann Dynamic

Sector Rotation Strategy (always fully invested). More information here.

Niemann Equity Plus

Tactical Asset Allocation strategy 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). More information here.

Potomac Bull/Bear

The Potomac Bull/Bear program may be suitable for moderate to aggressive investors who want a
modestly leveraged investment benchmarked to the S&P 500 Index, but with less potential risk. 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.

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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Toll Free: 800.348.3601 Local: 512.263.3800
11719 Bee Cave Road, Suite 200
Austin, Texas 78738

Halbert Wealth Management, Inc. © 2006-2008