Managed Money

Over the past several years, investors saw significantly varied market conditions. Highly volatile markets may have caused some jubilation when you reviewed your monthly brokerage statements, but many long term investors spent the past 5 years cringing in fear as they opened the envelopes. However, there are alternatives to the full risk of long only investment strategies and PTI’s Protected Index Program is one of them. We have been utilizing this investment strategy for over a decade and our track record reflects that we have beaten the S&P 500 during this time with considerably lowering the volatility of the portfolio.

To access the other pages in the “Managed Money” section of this website, please read the options disclosure document first.