Investing For Tomorrow ... Today

Media Corner

With Select One, you have a team of portfolio managers with more than 60 years total investment experience managing your money. They are backed up by state-of-the-art research and technology resources and an efficient advisor and client service team.

Select One is an investment management program sponsored by Portfolio Design Advisors, a Registered Investment Advisor with the Securities and Exchange Commission ("SEC"), pursuant to the Investment Advisers Act of 1940, and a California Sub S Corporation owned by the management team.

Various portfolio models are utilized based on the client's financial objectives and risk tolerance. A strategy consisting of a combination of Strategic and Tactical Asset Allocation and/or Sector Rotation is used to manage all investment portfolios. The program seeks to enhance long-term performance, while reducing volatility risk. The firm utilizes many and varied types of research as well as commercial rating services. The research is analyzed extensively and used as a basis for investment recommendations and portfolio allocations.

"The average yield on U.S. government, corporate and mortgage bonds stands at about 2.4%, while stock-market valuations suggest a long-term return of about 6%. At those levels of return, some 59% of people aged 56 to 62 will be at risk of not having enough money to cover basic living and health-care costs in retirement, estimates sources in the article. If market returns are higher—8.9% for stocks and 6.3% for bonds—the picture isn't a lot better: The percentage at risk falls to about 47%…"
- Wall Street Journal, 08/16/10