The #1 Market Timing ETF & Index Fund System Specifically for Financial Advisors...
Bear Markets and Recessions Suck – Unless you’re the Only Advisor in Town That Actually sees it Coming, Protects Client Assets, and Even Produces Positive Investment Results
“The True Story of How One Financial Advisor Protected Client Assets in the Nastiest Market Since the Great Depression”
Dear Financial Advisor or Financial Planner,
One thing is for sure…
What I’m about to Share is Definitely Going to Upset Some People
When people lose money, they tend to be a little more on-edge than usual. Defensive even. Frankly, I would be shocked if I didn’t get at least a few “hate” emails.
Which is why this letter may get me into more hot water than anything I’ve ever written before.
Fact is; I don’t really care. Because at the end of the day, what AMS is about to release could also change the lives of about 30 opportunistic advisors.
The changes could be huge. I’m not talking about getting a little better response from direct mail, or closing one new client a month.
Those things are nice; but this dwarfs getting a little bump in sales or marketing efforts.
I’m talking about:
Millions in additional income without ever having to spend a nickel on marketing or a single minute in a sales meeting.
Big claims for sure, so I would actually expect most people to be a little skeptical. I was too when I first heard those numbers. But when I saw the numbers with my own eyes my jaw almost hit the floor.
Before I go a word further, you should understand how this all got started:
I was talking with J.R. the other day (the guy who wrote a lot of the marketing materials).
Anyway, I called him to get a little advice for AMS customers.
You see, awhile back I sent out an email request to find out what was bothering advisors. What was keeping them from bringing in massive amounts of new fee-based assets to manage?
The overwhelming response:
“This Market Stinks!!! People are Afraid to do anything and My Income is getting pounded from Investment Losses.”
Ouch.
“"But, were having our best year ever…about $20 million in new assets and we actually only did 4 seminars this year – I’ve been a little busy keeping up with the referrals and hiring new staff to keep up with demand.”
"This market is absolutely perfect for what we do with client’s money.”
This is when I realized I could be on to something.
You see, J.R. has no ownership in AMS. A few years back he licensed his marketing material to me and provides some updates to the materials and coaching to me simply as a friend.
As we chatted he started going into market heuristics and probability and computer algorithms he’d developed over the past 8 years.
He went on to share how one model he’d developed to monitor the economy clearly warned of this whole mess and how he pulled about ½ of his clients growth investments from the market way before the big crash.
So I kept listening…
He then was sharing another model he uses for rotating between various index funds and how it actually produced a nice double digit return in 2008 and how really, investing wasn’t all that difficult; it’s just most advisors either don’t have the time, skills, or money to do what he does.
I snagged this performance info for one of his models after the conversation:
MRS1X
MRS2X
S&P 500
Ave Annual %
41.66%
86.06%
-1.47%
Sharpe Ratio
3.30
3.35
-0.47
Past 52 Weeks
6.7%
-1.3%
-30.9%
2008
11.48%
9.49%
-37.00%
2007
18.63%
31.29%
5.49%
2006
67.84%
158.40%
15.79%
(For a trade by trade history for past two years & a full performance log along with back-test to 1997 - Click Here)
Voila – the light bulb came on…
This is where I had to sell him on something…Something that could be huge for AMS clients. My Goal:
Get AMS Customers Access to the Automatic Investment Models so They Could Easily Replicate His Success in Any Market Conditions
No easy sell.
I guess J.R.’s a little protective of his investment models. So I walked through an example:
What if an advisor manages just $10 million. But, when the market crashed his asset base falls by 25%; or $2.5 million. What would that have cost him in lost advisor fees? About $30,000 a year.
How about if they had $20 million with the same scenario? The lost revenue would equal $60,000 a year.
You do the math. Those types of market losses can kill the growth on an advisor’s business.
And that doesn’t even count the potential of lost clients, or lack of referrals.
Ultimately, I begged… a lot.
I guess it worked, otherwise this letter would never have been written.
But there is a catch.
J.R. obviously doesn’t want everyone to have access to his investment models or economic indicators. It would seriously dilute their effectiveness and damper his own firm’s uniqueness.
So access to these babies is going to be extremely limited.
We’re talking just 30 advisors.
But if you act quickly, they will be super cheap relative to the value advisors will get. It will literally be like trading pennies for dollars.
For lack of a Better way to describe this Service: It is a total Game Changer for 30 Opportunistic Advisors.
These tools are called the:
"Market Rotation Strategy”
&
"Recession Probability Indicator"
Earlier I mentioned this stuff could really upset some advisors. I wasn’t joking.
I am keenly aware that some advisors firmly believe that active management is poppycock. That is doesn’t work and will only reduce the long-term investment results. This has been purported for years by the academic world.
Frankly, there’s a reason they make 1/10 of the money a decent asset manager makes working for even the most prestigious University.
If you fall into the 100% passive, buy and hold approach, then this is definitely not for you.
However, if you are an advisor who would gladly accept clients as they leave the academic following buy and hold passive advisors in your town, then you’re in the right place.
At the end of the day, I haven’t the time or desire to debate this on AMS. I’m just about results. The passive story was really nice for the 20 year bull market we had before 2000. It is dead in the water if you plan on marketing it today.
Just read what J.R. has to say about all of this. Maybe you’ll have a little change of heart:
"Now, think about it, if advisors had access to portfolio management tools and strategies that could do this, they would frankly, be absolute fools not to use them because they would:
Save HUNDREDS of THOUSANDS of dollars and probably make HUNDREDS of THOUSANDS to MILLIONS of dollars in the future!
If they don’t, they snooze they lose, and these can be QUARTER-MILLION, MILLION, or MULTI-MILLION dollar mistakes that they make by procrastinating.
I know, your probably thinking, "I heard this kind of hype before". I understand I would be thinking the same thing.
But the MAJOR difference is: I HAVE ALREADY ACHIEVED THESE RESULTS!!!
I have seen them in action and can tell you from real life experience.
And what was my reaction: I was blown away by how effective these tools and strategies have been!
Like I said, It’s not something that you have to spend a nickel on marketing to benefit from.
It can be directly applicable to your current clients, directly applicable to non-marketing activities, to networking, and to just having conversations that you can have with friends and acquaintances and things like that.
The doors that these types of technologies open up for advisers are literally monstrous!
In my own practice, just to give you an example, a few weeks ago I got invited in to talk to a very large community foundation that had lost a lot of money last year and they heard about some of the stuff that we do.
This community foundation has $30-$35,000,000 dollars in it.
That door was open basically because of our “Market Rotation Strategy” and "Recession Probability Indicator".
If someone was ever to land a client like that, that would be a career maker.
I mean they would be able to make a couple hundred thousand dollars a year off ONE account, that’s huge.
Other doors that management tools like this open up are very high net worth clients. They are discriminating people who have large portfolios. They like something unique and this is something unique.
It’s extremely beneficial and people who have a lot of money who are invested in growth investments, in stocks, in stock type investments, man they get ridiculous benefits from having access to tools like this.
But it would be something that advisers also can get huge benefit from.
I don’t know any better way to spell it out than:
"The potential for them to save their clients MILLIONS upon MILLIONS of dollars, which in turn creates HUNDREDS of THOUSANDS of dollars in fees, perhaps MILLIONS upon MILLIONS of dollars in referrals; I mean that is such a compelling story."
Listen to Here J.R. Explain Further:
Watch some FREE Online Videos covering the methodology behind these tools (After watching each video click the back button to come back here for the next video):
On a weekly basis the market rotation model analyzes 13 different asset classes than can all be invested into via an ETF (exchange traded fund). It selects the ETF that has the highest probability of increasing in value and will sometimes hold an ETF for many weeks or months.
Subscribers will get access via a weekly email that contains the results of the analysis and the specific ETF that is recommended.
This is a market neutral index fund (via ETF) investing system that they now have in their arsenal to offer clients. Should they choose to include it in their client portfolios they will now automatically have their very own private investment strategy based on years of quantitative research and development. Plus, it performs in any market conditions which may prove to be very worthwhile in the current market conditions.
They will also get access to an economic model that will also be delivered via email that is suggestive of the overall health of the US Economy. In a nutshell, it tells investors if they should be fully invested (it said to get out in December of 2007) or not. Since it is currently suggesting NOT to be fully invested it will also, and perhaps more importantly, tell them when it's safe to be fully invested.
Think of this as having your very own quantitative research department that is run by a guy making over $500,000 a year - and only paying $197-$297/mo for it.
No more farming out all portfolio management to clowns who lose your clients money. Now you'll have an easy to use, ready-made portfolio management strategy that is totally unique...and so long as they are one of the lucky 30 - none of their competition will ever have.
Everything delivered via email that will only take about 5 minutes/week to read and will come at the conclusion of each business week (usually delivered Sunday).
Only 4 Subscription Spots Available
By subscribing you will be given a FREE 30-Day Trial to test and review the tools.
After the 30-day trial period is over, if you choose to become an exclusive subscriber, you don't have to do anything and you will simply be charged the monthly rate.
If for some reason you choose to give up your spot, all that you have to do is cancel your subscription before the 30-day trial expires and you will not be billed. You will be able to do this easily with the click of a button should you decide this service is not for you.
Once a Subscriber Tier has been filled, that option will be removed. This will happen until all spots have been filled and then this page will be taken down permanently.
This is NOT a marketing gimmick; it is in our, and your, best interest that we limit the availability of these tools.
With too many advisors using tools this powerful it can literally affect the market and your returns.
So, please don't wait to reserve your spot, because you may come back later to find that they are all sold out.
ATTENTION: This is NOT an Expense!!!
It is an INVESTMENT!!!
Like I said before this will most likely save you hundreds of thousands and in return make you hundreds of thousands of dollars by having access to them!
If you are not willing to invest a couple thousands dollars a year in order to save or make mutiple tens to hundreds of thousands, than there is nothing than I or anyone else can do for you to help you protect your clients assets or grow your assets under management. Plus you get to try them out for FREE so there is literally NO RISK and nothing to lose by testing them out.
Yes, I would like to Subscribe Today for FREE & Take Advantage of the FREE 30-Day Trial!!!
