Gary D. Halbert, President; Halbert Wealth Management

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AdvisorLink® - The Smart Way To Invest
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AdvisorLink® brings the power of professional management to your investment portfolio, with the goal of producing absolute returns. It does this by focusing on successful third-party money mangers who use active investment strategies that seek to manage the risks of being in the market.

We believe that risk management is an essential element of investment success. Those who promote “buy-and-hold” and “index investing” tell you to “just hold on” during major corrections or bear markets, but studies by Dalbar, Inc., a research organization located in Boston, MA, indicate that many investors do not hold on during down markets. 

According to the most recent update of Dalbar’s landmark Qualitative Analysis of Investor Behavior Study covering a 20-year period through December of 2009, the investment pattern of the average equity mutual fund investor would have resulted in an annualized return of just 3.17% - more than 5% less than the annualized return of the S&P 500 Index.

The emotional effect of losing money often results in investors selling out and realizing losses. There are some investors who can divorce themselves from their emotions and hold on during bad times. However, the Dalbar studies suggest that far more investors head for the exits when they see their account balances dwindling.

If the thought of investment losses keeps you up at night, you can either try to control your emotions, or seek out investments that attempt to manage the risks of being in the market. AdvisorLink® is your key to investment programs that seek to manage the risks of being in the market.

Investment Programs That Can Do Well in Any Market

We searched among thousands of Registered Investment Advisors to find professional money managers with a history of superior returns at lower risk (when compared to certain unmanaged, passive investment benchmarks) using active management techniques, and have done so in different types of market conditions. 

AdvisorLink® is a defensive strategy for both bull and bear markets with a twist. Our recommended Advisors have programs that can potentially profit from up markets with reduced risk, and some use special mutual funds that are designed to rise when the market falls either as a hedge or to “short” the market. 

While no one can guarantee future performance of any investment program, we feel that the AdvisorLink® Program can provide you with peace of mind during volatile markets, knowing that a professional money manager is watching over your investments and will take appropriate action based on their time-tested strategies.

Reasonable Minimums

The quest for absolute returns is nothing new. Wealthy investors have sought stable, positive returns for many years through private hedge funds. However, these sophisticated funds often require minimum investments of $1 million or more, making then unavailable to most investors.

Most of the Advisors we recommend require only $25,000 - $100,000 to open an account, making them available to a much larger number of investors. Therefore, you no longer need to be a millionaire to be able to access some of the most successful money managers in the industry. Always remember, however, that past performance does not guarantee favorable future results.

CLICK HERE to see detailed information
on all of our AdvisorLink® Investment Programs.

Blended Portfolios

Since AdvisorLink® is a collection of individual money management programs, investors often ask how a combination of these programs would have fared had they been combined in equal allocations. Unfortunately, since new Advisors are being added to our roster all the time, it is impossible to maintain actual accounts to illustrate composite performance.

However, through our Legacy Portfolio Illustrations, it IS possible to get an idea of how a combination of programs would have fared over time. These illustrations represent a hypothetical portfolio of actively managed investments using their actual historical track records. Each Portfolio assumes equal allocations to the various component money managers with annual rebalancing, and include both debt and equity exposure.

While investors are most often interested in potential returns, these illustrations are also important for evaluating how the trading models employed by each strategy combine to manage risks, especially during bear markets and major corrections.

CLICK HERE for information on our Legacy Portfolios.

How to Find the Best Advisor For You 

We have developed a special "Confidential Investor Profile" to help you determine what type of investor you are. Based on your answers, we can suggest those AdvisorLink® Advisors who may meet your needs.

Once the appropriate Advisor(s) is selected, you then establish your own individual account(s) with the custodian where the Advisor invests. Typically, the custodian is a brokerage firm, a mutual fund family or a trust company.

The Advisor(s) is given a limited power of attorney to make purchases and sales in your account. You receive monthly or quarterly account statements showing all activity.

For more information about how the AdvisorLink® program can be used as part of a diversified portfolio, CLICK HERE to access more information, including detailed performance statistics. If you have any questions, please give one of our Investment Consultants a call at 800-348-3601, or send an e-mail to info@halbertwealth.com.

Halbert Wealth Management, Inc. Form ADV Part 2

Important Information:  Securities trading is speculative and involves a substantial risk of loss.  Any investment in a mutual fund carries the risk of loss.  Mutual funds carry their own expenses which are outlined in the relevant mutual fund’s prospectus.  An AdvisorLink Program account is not a bank account and is not guaranteed by the FDIC or any other governmental agency.  In addition, you should be aware that (i) the AdvisorLink Program is speculative and involves a high degree of risk; (ii) the AdvisorLink Program’s performance may be volatile; (iii) an investor could lose all or a substantial amount of his or her investment in the AdvisorLink Program; (iv) the Advisors participating in the AdvisorLink Program will have trading authority over an investor’s account and the use of a single Advisor could mean lack of diversification and, consequentially, higher risk; and (v) the AdvisorLink Program’s fees and expenses will reduce an investor’s gross trading profits.

This information is not intended to provide any individual investment, financial, legal, regulatory, accounting or tax advice and nothing herein should be construed as a recommendation by Halbert Wealth Management, its affiliates or any third party, to acquire or dispose of any investment or security, or to engage in any investment strategy or transaction.  You should consult your own investment, legal and/or tax professionals regarding your specific situation. 

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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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