Blog Elements – Page 7 – AxxcessWealth

Half Sized Blog Element (Single Author Style)

Half Sized Blog Element (Multi Author Style)

ARK Wins Two ETF.com Awards

As your advisor I am constantly researching ways to grow your money. You won’t see me hosting seminars or steak dinners. I started in the wealth management business from the portfolio management side, so I know how the sauce is made. I am always focused on ways to adapt and innovate for my clients. Former […]

April 18, 2018/by Kevin Manzo

Athena Global ETF- Feb 13 2018 Update

Athena Global ETF- Manager Update, Sleeve Strategy Manager Updates

Athena Global Tactical ETFs Update With recent market volatility, we have advisors and clients asking about potential position changes to our Global Tactical ETFs portfolio. Tactical managers use different approaches including economic conditions, momentum and valuation. These signals can be short, intermediate or long-term in nature. We use longer-term deep behavioral currents and don’t react […]

February 13, 2018/by admin

ARK Wins Two ETF.com Awards

Kevin Manzo

April 18, 2018/by Kevin Manzo

Athena Global ETF- Feb 13 2018 Update

Athena Global ETF- Manager Update, Sleeve Strategy Manager Updates

February 13, 2018/by admin

Full Sized Blog Element (Big Preview Pic)

ARK Wins Two ETF.com Awards

Kevin Manzo

Innovation is constant in our society and I wanted to add it to portfolios. I researched ways to add exposure to client accounts with this specific theme of innovation. I came across a management team at www.arkinvest.com that was a perfect fit for what I wanted. Here I found a strategy I could add to client portfolios that was focused on today’s disruptive innovative technologies: robotics, automation, 3D printing, human genomics, Crypto Currency, and artificial intelligence to name a few.

I am proud to announce that the ARK Innovation ETF has been named ETF of the Year as well as being named the Most Innovative ETF Issuer of the Year at the fifth annual ETF.com Awards.

About ARK Innovation

ARK is an actively managed fund focused on capturing the performance of companies involved in “disruptive innovation.” The fund was up an astonishing 87% last year, partially due to it’s allocation to the Bitcoin Investment Trust and the “FANG” stocks, otherwise known as Facebook, Apple, Netflix, and Google/Alphabet. In fact, it was one of our top holdings at Axxcess this past year. The company is driven to capitalize on rapid change in our society and avoid industries and companies likely to be displaced by technological innovation.

If you want to learn more about ARK and its values and vision, check out the full article. If you have any questions about our investment strategy or about how we work to bring growth to your portfolio, contact our office today by calling 858.217.5347.

About Kevin

Kevin Manzo is a Financial Advisor with Axxcess Wealth Management. Kevin’s services are especially valuable to business owners, high-income and high-net-worth professionals and their families. After 12 successful years as a portfolio manager and advisor Kevin has the knowledge and experience to help clients protect what they’ve worked for, enjoy a comfortable retirement, and leave the legacy they choose for their heirs. Along with his Bachelor’s of Business Administration degree in Finance from Chapman University, he also holds the Accredited Investment Fiduciary® credential, signifying his commitment to upholding a high level of fiduciary care for his clients. Based in Fullerton, California, he serves families and business owners throughout North Orange County and Los Angeles. Learn more by connecting with Kevin on LinkedIn.

April 18, 2018/by Kevin Manzo

Athena Global ETF- Feb 13 2018 Update

Athena Global ETF- Manager Update, Sleeve Strategy Manager Updates

Athena Global Tactical ETFs Update

With recent market volatility, we have advisors and clients asking about potential position changes to our Global Tactical ETFs portfolio. Tactical managers use different approaches including economic conditions, momentum and valuation. These signals can be short, intermediate or long-term in nature. We use longer-term deep behavioral currents and don’t react to short-term market volatility or drawdowns. The portfolio will typically hold positions for 6-9 months.

We are currently long the S&P 500 and will maintain our position until we re-evaluate our data again in early March. Our market barometers are updated monthly and continue to have expected returns in the normal range of 10% annualized. While the portfolio can move 100% to cash, this usually occurs only in catastrophic scenarios where our barometers sustain dramatic deterioration over time. We rely on our methodology to take the emotions out of the process and this approach has served us well.

The table below provides some perspective on our current S&P 500 position as of 02/09/2018 versus the average of all portfolio positions since inception in September 2010. Our current drawdown is in-line with the average drawdown of our historical positions and that of our benchmark.

Portfolio performance is Net of Fees. Portfolio and Benchmark Returns and Drawdowns are not annualized.
^ Benchmark is MSCI ACWI NR Index View Full Portfolio Disclosures

The current economic, fundamental and behavioral indicators continue to remain solid. Please reference our monthly Market View. For suggestions on helping clients, please refer to our Behavioral Advisor Materials. Sometimes it is just as important to not trade and stay invested through the volatility and drawdowns as it is to exit the market.
PAST PERFORMANCE IS NO GUARANTEE OF FUTURE PERFORMANCE.

Dave Stock
(917) 771-1437
david.stock@athenainvest.com

Steve Bogosian
(314) 562-2223
steve.bogosian@athenainvest.com

February 13, 2018/by admin

Important Information

Advisory services provided by Axxcess Wealth Management, LLC (AWM), an Investment Adviser registered with the SEC. Advisory services are only offered to clients or prospective clients where Axxcess Wealth Management, LLC and its Investment Advisor Representatives are properly licensed or exempt from registration. Securities are offered by Arete Wealth Management, LLC member FINRA, SIPC, NFA.

Axxcess offers advisory services independent of Arete. Neither firm is affiliated.

For complete disclosures please visit:

Half Sized Blog Element (Single Author Style)

Half Sized Blog Element (Multi Author Style)

ARK Wins Two ETF.com Awards

Athena Global ETF- Feb 13 2018 Update

ARK Wins Two ETF.com Awards

Athena Global ETF- Feb 13 2018 Update

Full Sized Blog Element (Big Preview Pic)

ARK Wins Two ETF.com Awards

About ARK Innovation

About Kevin

Athena Global ETF- Feb 13 2018 Update

Contact Us

Quick Links

Important Information

Find Us