| FOR
IMMEDIATE RELEASE
February
12, 2009
PTI SECURITIES & FUTURES LP
ANNOUNCES
2008 RESULTS FOR ITS PROTECTED INDEX
PROGRAM®
Program’s Performance Significantly
Outperforms Corresponding Indexes
for the Second Consecutive Year
.
CHICAGO -- PTI Securities
& Futures L.P., a leading Chicago-based securities and
money management firm, announced today that its S&P
500 Protected Index Program® had a 4.94 percent loss
for the year ending Dec. 31, 2008. This compares to a 36.52
percent loss by the S&P 500 Index for the same period.
[1]
For one-year, three-year,
five-year and ten-year periods, the Protected Index Program®
(PIP) has yielded a higher return compared to the return
of the S&P 500 during the same periods. The S&P
500 index (SPX) had a 10.11 percent cumulative loss for
the latest 10-year period, the PIP program had a 40.00 percent
gain during this time. And, for the three-year period, the
SPX had a 21.24 percent loss, while the PIP program had
a 12.70 percent gain.
“Investors in our PIP program were relieved and quite
pleased that they weathered the stock market turbulence
of 2008 with only a small loss,” said Thomas Haugh,
PTI’s founder and chief investment officer. “While
typical American stock investors experienced ‘hurricane-sized’
damage to their portfolios, PIP investors had the equivalent
of a ‘misting rain.’”
With the weakening economy
and market turbulence, Haugh expects stronger interest in
the PIP program in 2009 and 2010. "Given the staggering
losses many investors incurred last year, we are seeing
long-term investors eager to find strategies to lessen and
define the risk that they accept,” added Haugh. “If
the market ‘roughed them up badly’ last year,
they are pretty sensitive now and don’t want to repeat
that nightmare anytime soon.”
PTI Securities & Futures
attributes the strong performance of its PIP program to
the plan’s underlying investment philosophy. The three-pronged
approach includes:
1. Diversification using
exchange traded funds (ETFs) as the core position. ETFs
provide the investor the diversification of an index fund
and the opportunity to modify their risk profile to be
consistent with their investment objectives.
2. The PIP Program provides
a customized level of principal price protection through
the purchase of long-term put options (LEAPS, Long-Term
Equity Anticipation Securities), which permit a longer-term
trader to gain exposure to a prolonged trend in a given
security with a lower overall risk profile.
3. PTI Managers then sell
shorter-term call options to offset the cost of the put
allowing investors a cost effective method of achieving
a level of price protection.
.
About PTI Securities
& Futures LP
Established in 1991, PTI
Securities & Futures L.P. is a leading money management
and securities firm. Headquartered in downtown Chicago,
and with an office in Glendale, Arizona, PTI Securities
is led by Tom Haugh, principal, and Dan Haugh, president.
Together, PTI’s senior management has a combined professional
experience in financial investing of nearly 200 years. Independently
owned PTI is a member of the Securities Investor Protection
Corporation (SIPC), National Futures Association (NFA) and
Financial Industry Regulatory Authority (FINRA). To learn
more about the Protected Index Program® and the company’s
other investment and money management services, visit www.ptisecurities.com
or call toll-free 1-800-821-4968.
# # #
Options involve risk
and are not suitable for everyone. For information on the
characteristics and risks of options, and/or to request
a hard copy of the risk disclosure document entitled, "Characteristics
and Risks of Standardized Options", contact Dan Haugh
at Dan@PTISecurities.com.
--------------------------------------------------------------------------------
[1] The performance of PTI’s
Projected Index Program (PIP) is derived from actual returns
of the largest accounts using the S&P 500 (SPY) and
reflects the return of over 30 percent of the assets invested
in the PIP program.
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