Investment Management

Separately Managed Accounts

Whether your investment objectives include income, growth or a combination of the two, Storehouse can help you take a disciplined and successful approach to investing. Separately managed accounts are customized portfolios of mutual funds, exchange traded funds, stocks, bonds and/or cash. Each month, the investment managers at Storehouse evaluate all separately managed accounts and make changes as needed to enhance returns and protect capital. SMAs frequently outperform mutual funds because individual SMA strategies tend to have smaller amounts of assets than mutual funds, allowing them to trade more nimbly and adapt to changing market conditions.

Storehouse will:

Move your assets into the best performing sectors of the economy (both foreign and domestic).

Rebalance your funds according to your personalized investment plan.

Use inverse mutual funds and exchange traded funds to hedge and/or profit from bear market downturns.

For more information, you may download the accompanying brochure or contact a Storehouse Financial representative.

Absolute Return Premier Hedge Strategy

The Storehouse Financial Absolute Return investment strategy provides both long and short, leveraged exposure to the market sectors that have the greatest potential for exceptional returns. Each month, over fifty market sectors (both long and short) are evaluated to determine their potential for return. Those sectors that Storehouse deems worthy of investment are purchased in the Absolute Return accounts through leveraged index funds. The investment managers of the Storehouse Absolute Return strategy evaluate each portfolio daily and make changes as needed to produce the best return and/or protect capital.

Qualified investors will benefit from the professional management and approach of the Absolute Return strategy. The Absolute Return strategy has historically provided qualified investors with above average returns independent of market conditions. For more information, you may download the accompanying brochure or contact a Storehouse Financial representative.

401k Plan Management

Many individuals save for retirement through their company 401k or other retirement plans. But most do not have the time or interest to manage and monitor their investment choices. Storehouse Financial will manage your 401k or company retirement plan for you. Every month, Storehouse will evaluate your 401k or company retirement plan and make changes as necessary to protect capital and improve performance.

Storehouse will:

Retirement Planning

Saving for retirement is an essential part of the financial planning process. Whether you are retiring next year or in the next 10 to 20 years, planning now will greatly improve your financial future. Storehouse will provide you with a realistic view of your retirement future and insight as to how your money and investments will perform. Storehouse offers a number of tax-deferred and tax-free savings options. When you sit down with a Storehouse representative, you will find out exactly how much you need to save to reach your retirement goals and how your savings will work with Social Security and other sources of income.