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What's In It For You?
Peace of mind, a performance record that beats the S&P 500 Index (with lower risk), and a management fee of "1% or less"!
What do we mean by Piece of mind? Your retirement account holdings are traded at the "same price" and at the "same time" as Mr. Trusskey's personal account. Your investment returns are the same as your investment advisors returns! In addition to having this form of piece of mind, our portfolio strategy of staying in money market funds during times of uncertainty, creates less exposure and risk to the markets than the traditional buying and holding of the S&P 500 Index!
What do we mean by "1% per year or less"? The most we charge for our management service is 1% per year, but if your account balance grows greater than $250,000.00, your management fee will be reduced. If you have two or more accounts in one family, the account values are added together to reduce the overall fee as well!
What do we mean by Successful track record? See the data by clicking the "Performance Record" button in the left margin. The data speaks for itself!
As of 4-17-08, the TIA managed portfolio has a net gain of 8.31% and the S&P 500 Index is down -7.00% for the year. The TIA managed portfolio has remained in money market funds for 77 of 107 days during this year.
In 2007 the TIA managed portfolio had a net gain of 12.87% with an EA Beta of .172, which is about 82% less risk than the 1.0 EA Beta for the S&P 500 Index which gained 3.53%. The portfolio remained in money market funds for 310 of 365 days during the year.
In 2006 the TIA managed portfolio had a net gain of 14.42% with an EA Beta of .79, which is about 21% less risk than the 1.0 EA Beta for the S&P 500 Index which gained 13.62%. The portfolio remained in money market funds for 168 of 365 days during the year.
Our portfolio strategy of staying in money market funds during times of uncertainty creates less exposure and risk to the markets than buying and holding the S&P 500 Index!
Exposure Adjusted Beta (EA Beta) As developer of the Exposure Adjusted Beta, Mr. Trusskey is starting to be recognized in the investment management world by his colleagues and investors for creating the EAB formula. The EAB calculation evaluates and quantifies all money managers and their ability to manage market "exposure" risk on an "apples to apples" comparative basis.
"Exposure Adjusted Beta (EAB)" - White paper
Trusskey Investment
Advisors
is a registered investment advisor pursuant to Texas State Security Laws and Regulations. Current regulations allow Mr. Trusskey, dba Trusskey Investment Advisors to service clients in all 50 states.
Since the ripe old age of 14, Matt has been studying and investing in the stock markets under the "depression era" guidance of his now deceased Uncle. In addition to being a Registered Investment Advisor, he has held a Series 7 & 63 Securities Brokers License, a Series 8 and 24 Securities Principal License, a Series 65 Uniform Investment Adviser License and a Texas Group 1 Life & Health Insurance License.
Licensed in 1992,
Mr. Trusskey now limits his services to: Account Management, servicing his current clients and helping new clients to establish accounts.
If you have any questions for Mr. Trusskey or would like more information, please click here: "Contact Us" and let Mr. Trusskey know what your questions are and when you would like a phone call to discuss your questions.
Trusskey Investment
Advisors' Philosophy
"We strive to earn greater
returns than the Standard and Poors 500 Index (S&P 500) while controlling risk." Our job is to manage client's assets wisely and to help them reach and maintain financial goals, with an emphasis on actively controlling and thereby reducing risk.
Mr. Trusskey believes everyone should get a "Second Opinion". The times are changing rapidly and the investment markets have become so volatile that investors need to "seek professional active money management" for their investments. "Matt" is willing to offer you a "Second Opinion" at no cost or obligation..... "Contact Us"
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We believe that this may be...
"The Key to Your Financial Future."
Performance Disclosures:
If You Are a Client, Do not be Confused.
Management fees are incurred at the end of the quarter but are deducted from client accounts the first week of the following month after the end of the quarter (January, April, July, and October). For performance reporting purposes, the fee that has been reflected in the performance is the previous quarter fee assessed in the current quarter results. To be conservative, we also deduct the maximum fees we charge from our performance reports and your actual overall fees paid may be less than our maximum.
The TIA Portfolio performance results are not indicative of market performance or economic conditions, but Mr. Trusskey does take advantage of broader market performance and economic conditions to try either to protect the portfolio from losses or to increase the returns of the portfolio. All data is tracked and verified by ThetaResearch. S&P 500 Index performance does not include dividends reinvested. Even though the TIA Portfolio is actively manage on a day-to-day basis, there is the same potential for a loss as there is for a gain during any given period.
PAST PERFORMANCE IS NOT INDICATION OF FUTURE PERFORMANCE.
Historical performance results for investment market indices and/or categories do not reflect the deduction of transaction and/or custodial charges, the deduction of an investment management fee, nor the impact of taxes, the incurrence of which would have the effect of decreasing historical performance results.
Trusskey Investment Advisors does not make any representations or warranties as to the accuracy, timeliness, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Trusskey Investment Advisors’ web site, emails or incorporated herein, and takes no responsibility therefore. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.
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