The following is a presentation of current asset allocation and performance for Alhambra Investment Partners Tactical Strategies as of 3/31/2012. The performance presentation represents the gross of fees, time-weighted return versus each portfolio’s designated benchmark. The performance represents the underlying modeled strategy of client accounts at Folio Institutional.
Global Opportunities
World Allocation
Select Countries
World Bond
Tax Free
US Trend Follower
International Trend Follower
Disclaimer:
The performance quoted represents past performance and is not a guarantee or a reliable indicator of future results. All investments contain risk and may lose value. There is no guarantee that these investment strategies will work under all market conditions and each investor should evaluate their ability to invest for a long-term especially during periods of downturn in the market.
This material has been distributed for informational purposes only and should not be considered as investment advice or a recommendation of any particular security, strategy or investment product.
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For information on Alhambra Investment Partners’ money management services and global portfolio approach to capital preservation, Douglas R. Terry, CFA is reachable at dterry@4kb.d43.myftpupload.com
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