SensiblePortfolios Factsheet

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SensiblePortfolios Factsheet

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  • 1. http://sensibleportfolios.com Just as your accountant helps you with appropriate and affordable tax planning,SensiblePortfoliosisdesignedto help you pursue your investment goals simply,intelligentlyandaffordably. SensiblePortfoliosoffersfourstrategies: SensibleIRA (fortaxshelteredinvesting) SensibleTaxManaged (fortaxableinvesting) SensibleSustainable (forsustainableinvesting) SensibleExpress(forsmalleraccounts) You choose from multiple portfolios Figure1:SensiblePortfolios offersarangeofrisk/expectedreturn available within each strategy, based on profiles from which to choose. (Percentages and portfolios varyperindividualstrategyselected.) whether you require higher or lower risk and expected return to pursue your particular financial goals. (See Figure 1.) Each portfolio is carefully designed to help you invest according to a disciplined plan that makes sense. SensiblePortfolios addresses these principles of soundinvesting: Managingrisk(andexpectedcommensuratereturn)throughdiversificationandassetallocation Reducingfeesandexpenseswhereverpossible Adoptingapassiveinvestmentstrategytohelpyoufocusonachievinglongtermgoalsratherthan ontryingtooutperformthemarket SensiblePortfoliossolutionsareaffordable,offeringessentialinvestmentadvisoryserviceswithoutall thefrills.Thatsoundssensible,doesntit? Copyright2009,ArmuthAssetManagement Lastupdated:December10,2009

2. http://sensibleportfolios.com KeyFeatures SensiblePortfoliosOverview Simple, costeffective investing to sensibly pursueSensibleIRA,TaxManagedappropriatemarketreturnsandSustainableStrategies A fixed, lowcost fee based on what we think is fairprice to manage your account. (We think youll likePortfolio Equity FixedIncomeourquote.) 120percent 80percent Minimumaccountsize$25,000. 240percent 60percent Webbasedperformancereportsupdatedeachday. 350percent 50percent Afocusonminimizingfeesandexpenses. 460percent 40percent GuidedbyNobelPrizewinningresearch.580percent 20percent 6 100percent0percent SensibleExpressStrategy Process First,anArmuthAssetManagementadvisoranalyzes PortfolioEquity FixedIncomeyour existing portfolio to see if changes are125percent 75percentwarranted.Ifyourcurrentportfolioissound,theres260percent 40percentnoneedtochange!3 100percent0percent If SensiblePortfolios makes sense for you, yourArmuth advisor helps you assess your individualFigure 2: Each SensiblePortfolios strategy offers threesixportfolios ranging from least risky/lowest expected returngoalsanddetermineyourdistinctriskprofile.tomostrisky/highestexpectedreturn. Youll receive guidance in establishing your accountandselectingaportfoliotosuityourgoals. You receive ongoing advice and performance WhoisSensiblePortfolios?reports. SensiblePortfoliosisaserviceprovidedbyArmuthAsset Management (www.armuth.com), a Registered NutsandBoltsInvestment Advisor firm located in Reno, Nevada, The SensiblePortfolios family includes four strategies, offering feeonly investment advice to individuals, eachofferingthreesixintuitiveportfoliosfromwhichto trustees and retirement plans. Darrell Armuth has choose. You choose the strategy and portfolio thatdesigned his investment advisory services around his makessenseforyourdistinctriskprofileandinvestmentbeliefintheimportanceofcontrollingfeesandexpenses goals. (See Figure 2.) Portfolios are constructed withwhileseekingglobalmarketreturns.Hehasdesignedhis institutionallevel, passive investment solutions from investment advisory services around his belief in the DimensionalFund Advisors (www.dfaus.com). importanceofcontrollinginvestmentrelatedcostswhile Dimensionaloffersdiversificationbothinthenumberof maintaining quality service. Armuth Asset Management securities it holds (thousands) as well as in the range of offers bottomline attention to your portfolio, with the assetclassesrepresentedwithinitsfundofferings.prudence you deserve to help you pursue your long rangefinancialgoals. Copyright2009,ArmuthAssetManagement Lastupdated:December10,2009 3. SensibleIRAPortfolioshttp://sensibleportfolios.com SixSensibleIRAportfoliosareavailableforyoutochoosefrom,basedon yourdistinctfinancialgoalsandriskprofilewithinyourtaxshelteredaccounts. DISCLAIMER:ThisbrochureisforinformationalpurposesonlyanddoesnotconstituteacompletedescriptionofArmuthAssetManagementsinvestment servicesorperformance.Thisbrochureisinnowayasolicitationoroffertosellsecuritiesorinvestmentadvisoryservicesexcept,whereapplicable,in stateswhereArmuthAssetManagementisregisteredorwhereanexemptionorexclusionfromsuchregistrationexists.Nothinginthisbrochureshould beinterpretedtostateorimplythatpastresultsareanindicationoffutureperformance. Copyright2009,ArmuthAssetManagement Lastupdated:December10,2009 4. SensibleTaxManagedPortfolioshttp://sensibleportfolios.com SixSensibleTaxManagedportfoliosareavailableforyouto choosefrom,basedonyourdistinctfinancialgoalsandriskprofilewithinyourtaxableaccounts. DISCLAIMER:ThisbrochureisforinformationalpurposesonlyanddoesnotconstituteacompletedescriptionofArmuthAssetManagementsinvestment servicesorperformance.Thisbrochureisinnowayasolicitationoroffertosellsecuritiesorinvestmentadvisoryservicesexcept,whereapplicable,in stateswhereArmuthAssetManagementisregisteredorwhereanexemptionorexclusionfromsuchregistrationexists.Nothinginthisbrochureshould beinterpretedtostateorimplythatpastresultsareanindicationoffutureperformance Copyright2009,ArmuthAssetManagement Lastupdated:December10,2009 5. SensibleSustainablePortfolios http://sensibleportfolios.com SixSensibleSustainableportfoliosareavailableforyoutochoose frombasedonyourdistinctfinancialgoalsandriskprofile. DISCLAIMER:ThisbrochureisforinformationalpurposesonlyanddoesnotconstituteacompletedescriptionofArmuthAssetManagementsinvestment servicesorperformance.Thisbrochureisinnowayasolicitationoroffertosellsecuritiesorinvestmentadvisoryservicesexcept,whereapplicable,in stateswhereArmuthAssetManagementisregisteredorwhereanexemptionorexclusionfromsuchregistrationexists.Nothinginthisbrochureshould beinterpretedtostateorimplythatpastresultsareanindicationoffutureperformance Copyright2009,ArmuthAssetManagement Lastupdated:December10,2009 6. SensibleExpressPortfolioshttp://sensibleportfolios.comThreeSensibleExpressportfoliosareavailableforyoutochoose from,basedonyourdistinctfinancialgoalsandriskprofilewithinyoursmalleraccounts. DISCLAIMER:ThisbrochureisforinformationalpurposesonlyanddoesnotconstituteacompletedescriptionofArmuthAssetManagementsinvestment servicesorperformance.Thisbrochureisinnowayasolicitationoroffertosellsecuritiesorinvestmentadvisoryservicesexcept,whereapplicable,in stateswhereArmuthAssetManagementisregisteredorwhereanexemptionorexclusionfromsuchregistrationexists.Nothinginthisbrochureshould beinterpretedtostateorimplythatpastresultsareanindicationoffutureperformance Copyright2009,ArmuthAssetManagement Lastupdated:December10,2009