Our Business
We are a registered investment advisory firm founded in 2005 and headquartered in Los Angeles, California. 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. 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 Scottade Inc. among others. Our instittutional relationships with these firms allow us to deploy our investment strategies in our clients' accounts on an individual, cusotmized basis, allowing our clients greater flexibility, transparency and tax efficiency. For Qualified Purchasers we also allow for a performance only fee option - generally unavailable to clients of traditional limited partnership type hedge funds.
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 us 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. 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 multi-asset Global Macro portfolio investment strategies: 1. Global Alpha and 2. Global Alpha Ultra, a 2x leveraged strategy. Both strategies were introduced in the fourth quarter of 2005, and invest 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 are introducing two additional investment strategies in the first quarter of 2012: 1. Dividend/Yield and 2. 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 individualized service.
PDAM is GIPS (Global Investment Performance Standards) complaint, and adheres to the Code of Ethics of the CFA Institute. Our Global Alpha and Global Alpha Ultra strategies have been verified and examined by Ashland Partners since their inception in 2005.
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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 one of our distribution partners listed here: ING Financial Partners, Inc. and Cetera Financial Group, which include the companies PrimeVest Financial Services, Inc., Multi-Financial Securities Corporation and Financial Network Investment Corporation. Your assets will remain in your name, or your designate, and under the custody of partners Charles Schwab & Co., Inc. or Scottrade, Inc., depending on your preference.
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