Active Investing Wealth Management for High Net Worth Individuals
Active Investing Wealth Management for High Net Worth Individuals
North Olmsted, OH (Vocus) January 22, 2010
Individuals with high net worth and at least one million dollars of investable assets will find Dr. Gary J. Harloff’s book a worthy investment. Released through Xlibris, Active Investing Wealth Management for High Net Worth Individuals is created to help high net worth individuals play a more effective role in their own investing wealth management process by being better informed.
According to Dr. Harloff, wealth management is a process and not a product that can be purchased. In summary, the process establishes individual and family wealth goals, collects and analyzes financial and personal data, establishes a consensus between the individual and professional specialists, implements the specialist’s recommendations, and monitors the progress of the strategies. This book presents the components of this process—which includes investing, wealth transfer, and professional relationship management.
“Before retiring, it is good to discuss goals and wishes with a professional or a family member to provide for a successful retirement path,” says Dr. Harloff. Active Investing Wealth Management for High Net Worth discusses different investment strategies and risk assessments—a “how-to” guide to go beyond common portfolio management practices. For more information on this book, log on to Xlibris.com.
About the Author
Dr. Gary J. Harloff, Ph.D. is the founder of Harloff Capital Management, a tactical money management specialist firm in Westlake, OH. Harloff Capital actively manages portfolios of funds, ETF’s, and an alternate investment for accredited investors. He founded Harloff Inc. in 1981 and registered his firm as an investment advisor in 1994. In his article “Dynamic Asset Allocation: Beyond Buy-and-Hold,” Technical Analysis of Stocks and Commodities magazine in January 1998, he illustrates how to beat the buy-and-hold strategy with dynamic asset allocation. One of his original proprietary indicators is the Harloff Value Index, HVI. This universal index quantifies investment opportunity in mutual funds, exchange traded funds, and indexes in many types of markets and countries, which is the basis for his monthly newsletter “Harloff’s The Intelligent Fund Investor”. He continues to have Harloff Capital Management manage his own portfolios along side of client portfolios. Prior to becoming a money manager, Dr. Harloff earned a Ph.D. in Aerospace Engineering. His math modeling background led to the development of our new proprietary investment technology to benefit our clients. He specializes in computer simulation, modeling, and has two turbo-machinery patents. In industry, he developed technology for the Space Shuttle, future single-stage-to-orbit vehicles, air-breathing propulsion, and other systems. His disciplined and scientific training in aircraft and rocket science helps our investing process. Past performance does not insure future performance.
Active Investing Wealth Management for High Net Worth Individuals * by Dr. Gary J. Harloff, Ph.D
Publication Date: January 18, 2010
Trade Paperback; $ 19.99; 145 pages; 978-1-4415-9389-4
Trade Hardback; $ 29.99; 145 pages; 978-1-4415-9390-0
eBook; $ 9.99; 978-1-4500-0378-0
Members of the media who wish to review this book may request a complimentary paperback copy by contacting the publisher at (888) 795-4274 x. 7479. To purchase copies of the book for resale, please fax Xlibris at (610) 915-0294 or call (888) 795-4274 x. 7876.
For more information, contact Xlibris at (888) 795-4274 or on the web at Xlibris.com.
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©Copyright 1997-
, Vocus PRW Holdings, LLC.
Vocus, PRWeb, and Publicity Wire are trademarks or registered trademarks of Vocus, Inc. or Vocus PRW Holdings, LLC.
Categories: commodity mutual funds Tags: Active, High, individuals, Investing, Management, wealth, worth
Quant Trader – Don’t just forecast the market, predict it!
Identify profitable trading opportunities in seconds. Did you ever wish for a crystal ball that can tell you when the market is going up or down? How about a personal trading advisor that can recommend when to enter a trade? If you said yes to either one of these, you are not alone. Imagine if you had a trading platform that did both and was easy to use. A trading platform with no complex portfolios, no difficult software and no expensive data feeds. After a few brainstorm sessions and lots of coffee, we built Quant Trader EOD (End of Day). We also added simple portfolio building, easy to use software and a free data feed. In fact, Quant Trader is so effective and easy to use that a trader with literally no experience can be up and running in one day. More information is available at: www.fractalfinance.com
Video Rating: 1 / 5
SunGard Integrates Algorithmic Trading Solutions with QuantHouse Market Data Feeds
SunGard Integrates Algorithmic Trading Solutions with QuantHouse Market Data Feeds
(Vocus) March 2, 2010
SunGard has integrated its smart order routing and algorithmic trading solutions, GL Stream and GL Tactics, with market data feeds from QuantHouse, a leading provider of ultra low latency market data technologies. SunGard customers using the solutions will be able to select data feeds from either SunGard or QuantHouse, according to speed, content, resiliency and stability, helping them to choose the right feed for a specific time and goal. The integration is part of SunGard’s multiple market data vendor strategy, designed to help improve the support for customers in algorithmic trading, high frequency trading or multi-venue environments.
Pierre Feligioni, general manager and co-founder of QuantHouse, said, “The need for fast market data flows has become paramount with the development of algorithmic trading and high frequency trading. Brokers are searching for solutions to improve their market data capture and order routing performance. SunGard’s trading customers will be able to benefit from QuantHouse market data co-location offering to help improve market data capture and SunGard’s smart order routing capacity.”
Yassine Brahim, president of SunGard’s global trading business, said, “Algorithmic trading systems need to process a lot of market data, both in throughput and real-time, to support brokers’ execution strategies. The resiliency of the market data delivery is important to help brokers deploy algorithms. With its algorithmic trading solutions now available on both GL Net and QuantHouse market data feeds, SunGard is helping its customers increase the sourcing, performance and resiliency of their market data feeds.”
About QuantHouse
QuantHouse is an independent global provider of end-to-end systematic trading solutions.
It includes ultra low latency market data technologies, algo-trading development framework, trading infrastructure and order routing service; to help hedge funds, proprietary desks and low latency sensitive sell side firms to take the lead.
QuantHouse products and services offering are composed of:
QuantFEED, Ultra Low Latency Market Data technologies … to be the first to detect market opportunities,
QuantFACTORY, the Algo Trading Strategy Development framework … to be the first to launch new trading models,
QuantLINK, global trading infrastructures …to be the first to match opportunities.
For more information about QuantHouse and its solutions for quant trading firms, please visit: http://www.quanthouse.com
About GL Stream
The GL Stream suite provides a comprehensive response to the challenges of global electronic trading. GL Stream ASP for Market Access is a fully managed and cost-effective solution for exchange connectivity, based on hosted and mutualized market gateways. GL Stream for Liquidity Management is a suite of capabilities for trading of instruments across multiple competing venues: exchanges, ECNs, MTFs, dark pools and in-house matching engines.
About SunGard Global Trading
SunGard’s global trading business provides multi-asset, front- to back-office trading solutions for equities, fixed income, derivatives, FX and commodities on exchanges worldwide. These solutions support full lifecycle trading and trade processing activities including information services, market connectivity and order management that help improve trade efficiency and risk monitoring.
About SunGard
SunGard is one of the world’s leading software and IT services companies. SunGard serves more than 25,000 customers in more than 70 countries.
SunGard provides software and processing solutions for financial services, higher education and the public sector. SunGard also provides disaster recovery services, managed IT services, information availability consulting services and business continuity management software.
With annual revenue exceeding $ 5 billion, SunGard is ranked 435 on the Fortune 500 and is the largest privately held business software and services company on the Forbes list of private businesses. Based on information compiled by Datamonitor*, SunGard is the third largest provider of business applications software after Oracle and SAP. Continuity, Insurance & Risk has recognized SunGard as service provider of the year an unprecedented six times. For more information, please visit SunGard at http://www.sungard.com.
*January 2009 Technology Vendors Financial Database Tracker http://www.datamonitor.com
Trademark Information: SunGard, the SunGard logo, GL Stream and GL Tactics are trademarks or registered trademarks of SunGard Data Systems Inc. or its subsidiaries in the U.S. and other countries. All other trade names are trademarks or registered trademarks of their respective holders.
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©Copyright 1997-
, Vocus PRW Holdings, LLC.
Vocus, PRWeb, and Publicity Wire are trademarks or registered trademarks of Vocus, Inc. or Vocus PRW Holdings, LLC.
Categories: commodity mutual funds Tags: Algorithmic, Data, Feeds, Integrates, Market, QuantHouse, Solutions, SunGard, Trading
Real or Fake Market Crash? What is Ahead?
This video speaks about the recent plunge in the commodity markets, the slowdown in the commodity-related equities, and my short term forecasts. Warning: No profit, loss, or any change in financial values is guaranteed from this clip.
Best way to invest $5,000?
Question by Michael F: Best way to invest ,000?
I wish to know the best way to invest $ 5,000 for a maximum yeild in a minumum amount of time. I am a student who has seen a sudden windfall and do not want to misallocate my funds. Looking into a window of 6-18 months. Would be willing(and just barely able to) tie up $ 10,000 for up to 2 years. Am open to any suggestions, hope for a 6.5% return semi-annually(every six months), is this possible? Am open to money market accounts, stocks, bonds, mutual funds, commodities, etc. . Any help is greatly appreciated. Thank you.
Best answer:
Answer by big bear
First only $ 5000.00 you need to knock out any debts you have such as credit cards and other bills that may have an high interest rate. The reason I say this is that once the credit card have been paid off the money that you would have been using to pay the bills will now become money that you can use for savings and ofter future investments. But let say you have no bills. Most online banks are now offering C.Ds with an interest of 6 percent for as little as 4-6 months with only $ 5000.00 to invest. At 6 percent that is close to $ 250.00 in a 6 month time. Basicly thats all I can tell you if you had a little more money to invest I would tell you to invest in a money market account. But talk to your banker. That appointment is usally free. Good luck to you. Whatever you do don’t invest it in some waterfront land in Phoenix..
What do you think? Answer below!
Categories: commodity mutual funds Tags: $5000, Best, invest
Investment Tips for the Year 2010 (Part 1)
www.apnapaisa.com Investment Tips for the Year 2010 (Part 1)
Categories: commodity mutual funds Tags: 2010, Investment, Part, Tips, year
Archer Financial Services Launches Managed Futures Division
Archer Financial Services Launches Managed Futures Division
Chicago, IL (PRWEB) August 7, 2008
Archer Financial Services, Inc., (“AFS”), a wholly owned subsidiary of ADM Investor Services, Inc., (“ADMIS”), today announced the formation of Balarie Capital Management (“BCM”), a division of AFS created with the specific purpose of helping Institutional and High Net Worth investors achieve diversification by providing them with products and services that are typically non-correlated with their traditional investment portfolios. AFS also announced the appointment of Emanuel Balarie as managing director of the division.
“Mr. Balarie brings on board industry expertise in both the commodities and managed futures arena” said Kurt Johnson, President of AFS. “The combination of his experience, BCM’s consultative approach to managed futures investments, access to hundreds of Commodity Trading Advisors all over the globe, and the financial integrity and operational structure of ADMIS will allow us to provide investors with a wide array of products and services.”
Emanuel Balarie added, “While the asset flow in the managed futures sector has increased significantly over the last several years, we still feel that there is a need for a firm that is able to provide a consultative approach to managed futures portfolios. The goal is not to recommend cookie-cutter type portfolios for every investor, but to look at the investor’s individual profile and portfolio to determine the specific allocation that is most appropriate for the investor. This approach is especially attractive to institutions and investors that have to meet specific portfolio requirements.”
BCM works with high-net worth investors, family offices, pensions, and endowment funds who are interested in adding managed futures to their investment portfolios. In addition, Balarie, through its affiliation with ADMIS, offers clearing and execution services for Commodity Trading Advisors, Fund of Funds, and professional traders. To find out more about all the products and services that BCM offers please visit: http://www.balariecapital.com
About Archer Financial Services, Inc., (“AFS”):
AFS is an Introducing Broker, wholly owned by ADM Investor Services, Inc.. AFS is a relationship-driven brokerage firm dedicated to providing a quality brokerage environment to our brokers and customers alike. Through the affiliation with our parent, we are mutually committed to offering the best executing and clearing services available in our industry.
About ADM Investor Services, Inc., (“ADMIS”):
ADMIS has been a leader in the futures brokerage industry for more than 40 years. Its branches and affiliates are located around the globe, and provide clients unparalleled brokerage services around the clock. ADMIS offers comprehensive futures trade execution and clearing services to retail, commercial, institutional and Introducing Broker clients in an environment of strong ethics and financial stability. ADMIS is a wholly owned subsidiary of Archer Daniels Midland Company.
About Balarie Capital Management (“BCM”):
BCM specializes in assisting institutional and high-net worth investors who are interested in investing in managed futures. Our consultative approach, independent research and analysis, and access to over 400 Commodity Trading Advisors, allows us to create custom managed futures portfolios that are designed to meet your specific investment needs.
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©Copyright 1997-
, Vocus PRW Holdings, LLC.
Vocus, PRWeb, and Publicity Wire are trademarks or registered trademarks of Vocus, Inc. or Vocus PRW Holdings, LLC.
Categories: commodity mutual funds Tags: Archer, Division, Financial, Futures, Launches, Managed, Services
What symbol is used to get a quote on current and historical natural gas prices. I get quotes on Yahoo Finance
Question by Bill: What symbol is used to get a quote on current and historical natural gas prices. I get quotes on Yahoo Finance
I know how to get stock and mutual fund quotes, but am not sure about commodity prices.
Best answer:
Answer by NC
Yahoo! Finance does not carry commodity price data. You should use NYMEX:
http://www.nymex.com/ng_fut_cso.aspx
What do you think? Answer below!
Categories: commodity mutual funds Tags: Current, Finance, historical, Natural, Prices, Quote, Quotes, symbol, used, Yahoo
how to buy oil?
Question by john knee: how to buy oil?
any way you know to buy oil without buying commodity, or stock in an oil company itself — any etf that acts as a commodity? or mutual fund? ishare?
Best answer:
Answer by $ so fresh so clean$
Yes, you can simply buy an energy sector mutual fund with a concentration of oil. Always go for one with less than 1% expense ratio.
Know better? Leave your own answer in the comments!
Categories: commodity mutual funds Tags:
Q&A: Transfer IRA from one company to online company?
Question by kirkhilles: Transfer IRA from one company to online company?
I currently have a SIMPLE IRA from my work with a company which has a mutual funds, but I honestly don’t like Mutual Funds and would love to have it with an online brokerage where I could buy a mix of index funds, individual stocks, commodities, etc. I’d still want to keep it as an IRA with the online company. How difficult is to do this? Any tax implications?
Thanks!
Best answer:
Answer by Jason
up the ra!
Add your own answer in the comments!
Categories: commodity mutual funds Tags: company, From, Online, Transfer