Gary D. Halbert, President; Halbert Wealth Management

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Between the Lines - Gary's blog

Managed Strategies

Select Portfolios Managed Strategies combines one or more actively managed strategies based on your individual needs. Halbert Wealth Management reviews your financial and investment situation in light of your goals, risk tolerance and investment experience and then selects one or more strategies that it believes will help you achieve your financial goals.

This may include investment strategies managed by third party advisors or sub-advisors, limited partnerships, business development companies or other entities. These are alternative strategies rather than traditional buy-and-hold stock and bond investments.

On an ongoing basis, your Investment Consultant will monitor your Managed Strategies account, and make changes to the allocations as necessary. New strategies may be added to your account as they become available if your Investment Consultant believes they would make a good addition to your portfolio.

ZEGA Options Strategies

ZEGA uses a strategy that generates returns by selling options on major equity indexes in an attempt to take advantage of volatility in the markets. They use a very disciplined approach and invest when targeted returns exceed their calculated risk. They offer this strategy with three different risk levels, including one with a focus on income. Read more >>

Franklin Square Investment Company III

Franklin Square invests in a variety of alternatives including private equity, senior secured loans, event-driven credit, venture capital and real estate, among others. The strategy seeks to lend to middle market companies with defensible market positions, stable positive cash-flow, proven management teams and viable exit strategies.

Franklin Square’s objectives are to generate dependable current income, and to a lesser extent, long-term capital appreciation. Since they do not invest in traditional stocks and bonds, they are not highly correlated to the stock and bond markets. Read more >>

Strategies for Accredited Investors

Some of the strategies offered through Managed Strategies are only available to accredited investors. An accredited investor is generally someone with a net worth of at least $1 million (not including primary residence) or annual income of at least $200,000 for the last three years. If you are accredited, please complete our certification form. Once you do, we can share information about these strategies with you.

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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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