Gary D. Halbert, President; Halbert Wealth Management

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Portfolio Strategies
PSI Ultra Select Program

In Ultra Select, Portfolio Strategies selects one or more Advisors to manage accounts based on the risk/reward goals for this program. Currently, trading signals are based on a single Advisor's model that uses a 100% mechanical, mean-reversion strategy to identify time periods when the potential for gain is the greatest. Otherwise, the model stays in cash (money market), where it remains approximately 80% of the time. Portfolio Strategies may replace the current Advisor and/or blend other managers into Ultra Select to meet its objectives. Read more >>

PSI Tactical Blend

PSI Tactical Blend is a combination of four Portfolio Strategies programs equally split with 25% in each program. The four programs are All Seasons, Index Plus, Sector Focus and Tactical Evolution. This combination provides access to four programs in a single account and is designed with the potential to capitalize on investment opportunities in almost any market environment. The combination also seeks to manage overall risk by combining these four different strategies. Details about each individual program are included with this presentation, including important disclosures about each individual program which you should review. These four strategies are not offered individually by Halbert Wealth, only in this combination. All performance numbers shown are a hypothetical combination of these four strategies. 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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