Gary D. Halbert, President; Halbert Wealth Management

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Scotia Partners, Ltd.
Scotia Partners Growth S&P Plus

S&P Growth Plus is an actively managed strategy that seeks to capture outsized gains in both up and down markets using long/short trading in 2X leveraged mutual funds. Signals are generated by a quantitative trading model based on an analysis of short-term movements against the long-term and intermediate-term trends in the S&P 500 Index. A separate overlay may also result in overbought and oversold signals. S&P Plus does not scale positions and will be allocated in one of three ways: 100% long, 100% short (inverse) or 100% money market. Read more >>

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