Eleven Two Fund Management gives investment advice that is different because it focuses on true or proper diversification and active management of client positions. We strongly believe that because losses hurt more than gains help, clients accounts should be constantly reviewed and update accordingly. We try to manage our clients portfolios so that they will not miss big uptrends and yet not participate the big drops like in 2002 and 2008.
Most advice from professionals or the media (newsletters, television, magazines, the internet, etc.) will recommend that an investor put "_% in US value, _% in US growth, _% in US large cap, _% in US small cap, _% in US bonds, and _% in US cash (currency)." Some will also add _% in international. US is in bold lettering to indicate that ultimately this is one basket, subject to the performance of the US dollar or economy (one danger).
From his research and perspective, Thomas Cloud, Jr. believes the best way to manage risk, protect the investor from multiple economic dangers, and increase the reliability of returns is to truly diversify while minimizing losses and maximizing gains. Different asset classes to achieve this type of diversification could include: real estate (US and foreign), precious metals, natural resources, US stocks, US bonds (short, intermediate, and/or long), foreign stocks, foreign bonds (short, intermediate, and/or long), foreign currency, and cash. Eleven Two Fund Management uses primarily no load mutual funds and ETFs to achieve true diversification for its clients. For larger accounts ($1 million+) ETFM will also recommend Separately Managed Accounts and no load variable annuities to help better control taxes.
Simplify an Investment Portfolio
Eleven Two Fund Management is the exclusive provider of the TDP™ or Truly Diversified Portfolio™.
Eleven Two Fund Management helps investors to increase the consistency of their returns and lower the risk in their portfolios by diversifying their wealth 7 or even 8 ways. This is how we believe a wise steward will best preserve what has been entrusted to their care!
THE PROBLEM
- Individuals managing large investment portfolios face the following.
- Financial insecurity caused by feeling out of control of investment processes and results.
- Information overload caused by the volume and complexity of statements.
- Limited time, expertise, or interest to spend on personal finances.
- No formal financial or investment plan.
THE SOLUTION
- Work with a Registered Investment Advisor to develop and implement a personalized.
- Investment management plan.
- Define clients’ risk tolerances and objectives.
- Design and implement investment strategies.
- Tailor an investment strategy and asset allocation mix to meet client’s investment objectives.
- Diversify investment portfolios to minimize risk and volatility.
- Monitor performance and maintain asset allocation.
- Compare performance relative to the clients’ goals.
- Re-balance portfolios to maintain proper diversification.
- Provide value-added services.
- Produce monthly reports detailing transactions, income, and realized profits and losses.
- A personal advisor will answer questions and recommend options.
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