FFA Portfolios

"Our independence and commitment to serve as our clients financial advocate and fiduciary as well as our unique infrastructure enable us to construct unbiased, non-conflicted portfolios. Only the best management teams that meet our criteria are selected as part of our FFA Portfolio's."

                    - R.Toelke, AIF® -

                   

Click Here For FFA Quarterly Report

Why Protecting your portfolio in down markets is so important...

Did you know that if your portfolio sustains:

  • A 10% Loss you need 11% To Recover (BREAK EVEN)

  • A 30% Loss you need 43% To Recover

  • A 50% Loss you need 100% To Recover

  • A 70% Loss you need 233% To Recover

  • A 90% Loss you need 900% To Recover 

This is why it is so important to stay within your risk parameters! If not, then you are falling into the "gambling trap" to recover losses instead of prudent investing for the future.   

 Click on links below for information regarding Wisdom Tree Fundamentally Weighted ETF's

  FFA Portfolio's will be offering an all ETF model shortly. The portfolio will be all equity based and follow the FFA Tactical Asset Allocation Model that we have successfully implemented in the FFA Portfolio actively managed portfolio's for over twelve years.

The ETF model will be based on utilizing Wisdom Tree's Fundamentally Weighted Dividend Indexes and ETF's. We have applied our same asset tactical asset allocation with all the changes and back tested for twelve years.

We are sure that you will be pleased with the results. So, for those investors that desire an index oriented and ETF dividend based style, we have it.

The internal charges will be less than an all mutual fund actively managed portfolio. So, with that said, this will be suitable for those qualified plans that desire that type of internal fee structure.

 

Click Here For Asset Class Cumulative Return Cycle

 

Click Here For Asset Class Annualized Return Cycle

 

Click Here For Asset Class Performance

 

Click Here For Large Cap Growth vs Large Cap Value

 

Please allow some time for this file to download!

 

FFA fundamentally weighted indexes and ETF's coming soon!

 

Click Here For Detailed Info About Fundamentally Weighted ETF's

 

Click Here For The Unique Risk And Return Characteristics Of Dividend Weighted Stock Indexes

                                   Much of this grunt work is done while you sleep!

 

Please contact our office for portfolio research methods, disclosures and further details! Portfolio allocations should be structured around your present and anticipated future personal risk parameters and goals rather than past performance. Performance data quoted represents past performance and does not guarantee future results. An investment policy statement should serve as the guideline. Life changing events should be addressed as they are anticipated or occur. Investments are not guaranteed. Charges, fees and expenses need to be considered before investing. Investment return & principal value will flucuate so that upon redemption, clients shares may be worth more or less than the original cost.