iSectors(R) Post-MPT Growth Allocation Delivers Positive 2008 Second Quarter and Trailing 12-month Returns
2008-07-22 23:57:07 -
www.isectors.com/ - iSectors' flagship model, the Post-MPT Growth Allocation, generated a return of +.87% for the second quarter and +1.58% for the 12 months ending June 30, 2008. The S&P500 index returns were -2.73% and -13.12%, respectively over the corresponding periods. The iSectors Growth Allocation returns include the reinvestment of dividends and are net of the maximum trading, custody and
investment management fees.
The Post-MPT Growth Allocation is offered to investors with $50,000 or more to invest and is available only through registered investment advisors. "Investment advisors are looking for new, innovative solutions to help their clients' core portfolios by improving returns without taking on excessive risk," noted President and CEO of Sumnicht & Associates, Vern Sumnicht. "iSectors performance in the current market environment is what we envisioned when we first began research into these models years ago."
The iSectors allocation models are built into a turnkey asset management platform that also provides performance, allocation, holdings, billing, tax and other reports. By integrating iSectors' investments with management support systems, the program assists independent advisors in managing their complicated financial services businesses. Outsourcing investment, reporting, and management services allows advisors to spend more time cultivating client relationships. Without having to worry about the problems associated with managing portfolios and reporting, an advisor receives a leg-up in these challenging markets and this competitive financial services industry.
About Sumnicht & Associates, LLC
Sumnicht & Associates, LLC, with over $350 million under management, has been providing high net-worth individuals, corporations, endowments and family trusts with wealth management and other financial planning services since 1988. Sumnicht & Associates serves as the investment advisor to iSectors. For more information about Sumnicht & Associates, visit www.sumnicht.com.
Before investing, investors should always consider their investment objectives, risks, fees, and expenses of any investment. Past performance does not guarantee future results. Diversification does not ensure a profit or guarantee against a loss. For more information on iSectors, including a more complete disclaimer about the risks of investing, visit www.iSectors.com.
iSectors(R) advisory services provided through Sumnicht & Associates, LLC, W6240 Communication Court, Suite 1, Appleton, WI 54914-8549.
Sumnicht & Associates, LLC
Tim Landolt
Tel: 920-731-4455
Email:
tim.landolt@isectors.com