Our Business - Global Hedge, Dividend & Customized Portfolio Management through Separately Managed Accounts. 

We are an asset and wealth management registered investment advisory firm founded in 2005 and headquartered in Los Angeles, California.  Unlike traditional hedge funds, our investment strategies and portfolio construction are fully transparent to our clients, as clients open accounts in their own name and have 24/7 online access to their separately managed accounts through our custodian partners Charles Schwab & Co., Inc. and Scottrade Inc.  Our institutional relationships with these firms allow us to deploy our investment strategies in our clients' accounts on an individual, customized basis, allowing our clients greater flexibility, transparency and tax efficiency.  

Our firm is GIPS (Global Investment Performance Standards) compliant, and adheres to the Code of Ethics of the CFA Institute.  Our global macro multi-asset strategies, PDAM Global Alpha and PDAM Global Alpha Ultra, have been verified and examined by Ashland Partners & Company LLP since their inception in 2005. 

For "Qualified Clients" we allow for a performance only fee option - generally unavailable to clients of traditional limited partnership type hedge funds.  Each member of our firm has a fiduciary responsibility to protect your assets, and each members' capital is also managed using our strategies, thereby aligning our interests with yours.   

Our proprietary models and the collective experience of our Investment Committee, combined with our structured, disciplined approach to investing based on the fundamentals of finance theory have enabled our global macro multi-asset strategies to outperform not only our benchmark global macro index, the Dow Jones Credit Suisse Global Macro Index, but also the S&P 500 index since our firm's inception in 2005.  Our main strategy has outperformed these benchmarks with lower volatility, or risk, levels, as our asset allocation and correlation models are geared to preserve assets in declining markets while building them in rising ones.   

Our Asset Management business manages client and proprietary capital primarily through our two global macro multi-asset portfolio investment products:  1. Global Alpha and 2. Global Alpha Ultra, a 2x leveraged strategy.  Both products were introduced in the fourth quarter of 2005, and offer investment strategies globally across asset classes including stocks, bonds, commodities, currencies and real estate.  Our models monitor risk levels in our clients' portfolios and keep a low correlation with the S&P 500.  We have introduced two additional investment products & strategies in the first quarter of 2012:  1. Dividend/Yield and 2. Hedge Equity Momentum.

Our Wealth Management business utilizes the skills and know how of our five registered investment advisor representatives to manage client capital primariy across equity and fixed income products, and offers enhanced customized service.  

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Please Read About Us in an August 1, 2011 Article on Forbes.com (http://www.forbes.com)

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We are a California limited liability company, and a registered investment advisory firm.  You can contact us directly, or through our distribution partner representatives Cetera Financial Group, formerly ING Advisors, which consists of the following companies:  1. PrimeVest Financial Services, Inc., 2. Multi-Financial Securities Corporation, 3. Financial Network Investment Corporation and 4. Genworth Financial Investment Services, Inc.  Our institutional custodian partners are Charles Schwab & Co., Inc. and Scottrade, Inc.

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