1 / 29

Investing with Your Principles In Mind

p r e s e n t e d b y : Financial Professional’s Name Financial Professional’s Title. Investing with Your Principles In Mind. Who is Money Concepts?. Money Concepts Is A Worldwide Network Of Financial Planning Centres Keyed To Individual, Family And Business Financial Planning.

gabriel-valdez
Download Presentation

Investing with Your Principles In Mind

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. p r e s e n t e d b y : Financial Professional’s Name Financial Professional’s Title Investingwith Your Principles In Mind

  2. Who is Money Concepts? Money Concepts Is A Worldwide Network Of Financial Planning Centres Keyed To Individual, Family And Business Financial Planning Formed In 1979 With The Corporate Mission Of Providing Professional Financial Planning To Everyone Money Concepts Is Associated With Money Concepts Capital Corp., A Broker Dealer And Member Of FINRA And SIPC Investingwith Your Principles In Mind

  3. Who is Lighthouse Investments? Lighthouse Investments Was Founded By Concerned Investors And Financial Advisors. Its Objective Was To Do What No Other Company Does . . . They Are Concerned Financial Advisors Investingwith Your Principles In Mind

  4. Who is Lighthouse Investments? Create Investment Tools That Invest According To Family Values And Socially Responsible Principles They Are Concerned Financial Advisors Investingwith Your Principles In Mind

  5. Why Lighthouse Investments? A Warning To Those Nearing The Shore A Lighthouse Symbolizes Two Things: A Beacon Of Hope For Those Lost At Sea Investingwith Your Principles In Mind

  6. Why Lighthouse Investments? Lighthouse Investments Uses The Lighthouse To Symbolize Its Desire To Protect Its Clients And Investors From Investments Not Matching Their Standards Investingwith Your Principles In Mind

  7. Why Lighthouse Investments? They Want To Give Hope To Those That Are Looking To Invest In Companies They Can Have Confidence In Investingwith Your Principles In Mind

  8. Target Allocation There Are Five Important Factors That Make Up The Quarterly Allocations • Weighted Economic And Market Indicators The Factors • Screen Investments Using Morningstar Evaluate Performance And Risk Measures • Screen Each Investment For Model Violations • Evaluate Prospectuses Investingwith Your Principles In Mind

  9. A New Standard Of Screening Weighted Market and Economic Indicators • Institute for Supply Management monthly report • Goldman Sachs Commodity Index (GSCI) • 2 to 10 Year Treasury Note Spread • Gold • University of Michigan Consumer Sentiment • Long Term Interest Rates • Dollar Exchange Rate • Federal Funds Rate • Copper Investingwith Your Goals In Mind

  10. A New Standard Of Screening Weighted Market and Economic Indicators Using the market and Economic indicators four Portfolios are determined: • Aggressive Growth • Moderate Growth • Conservative Growth • Balanced Investingwith Your Goals In Mind

  11. A New Standard Of Screening Screen Investments Using MORNINGSTAR “Morningstar is a trusted source for insightful information on investments. With operations in 19 countries, we currently provide data on more than 300,000 investment offerings worldwide.” http://corporate.morningstar.com/US/asp/subject.aspx?xmlfile=177.xml, Accessed 5-15-09 Investingwith Your Goals In Mind

  12. A New Standard Of Screening Evaluate Performance and Risk Measures Potential program investments are further evaluated to ensure risk and returns are suitable for inclusion. In addition, various internal features are judged for adherence to criteria determined by the current market and economic conditions. Investingwith Your Goals In Mind

  13. A New Standard Of Screening • Screen Each Investment For Model Violations Investments are screened to match one of three models: • Fundamental • Socially Responsible (Green) • Values Investingwith Your Goals In Mind

  14. Fundamental Target Allocation All The Screening Principles Talked About Earlier Are Utilized With One Exception How it works • Weighted Economic And Market Indicators • Screen Investments Using Morningstar Evaluate Performance And Risk Measures • Screen Each Investment For Model Violations • Evaluate Prospectuses Investingwith Your Goals In Mind

  15. Socially Responsible Target Allocation A Model based on Socially Responsible principles also commonly referred to as “Green” What is it? Investingwith Your Principles In Mind

  16. Socially Responsible Target Allocation All The Screening Principles Talked About Earlier Are Utilized With One Exception Screening Criteria • Weighted Economic And Market Indicators • Screen Investments Using Morningstar Evaluate Performance And Risk Measures • Screen Each Investment For Green Violations • Evaluate Prospectuses Investingwith Your Principles In Mind

  17. Values Target Allocation What Is It? A Model Based On Common Family Values And Principles Investingwith Your Values In Mind

  18. Values Target Allocation All The Screening Principles Talked About Earlier Are Utilized With One Exception Screening Criteria • Weighted Economic And Market Indicators • Screen Investments Using Morningstar Evaluate Performance And Risk Measures • Screen Each Investment For Values Violations • Evaluate Prospectuses Investingwith Your Values In Mind

  19. Values Target Allocation Screening Criteria • Abortion • Pornography • Anti-family Entertainment • Non-marriage Lifestyles • Alcohol • Tobacco • Gambling Investingwith Your Values In Mind

  20. A New Standard Of Screening Evaluate Prospectuses Each investment used is evaluated using the prospectuses from the investment and companies that make up that investment to ensure it matches the performance and values screening desired. Investingwith Your Principles In Mind

  21. A New Standard Of Screening This Allows Them To Make An Investment Tool That Can Help Produce The Results You Are Looking For. Investingwith Your Principles In Mind

  22. More Target Allocation The Same Process Used Initially to Screen Your Investments, Is Repeated Each Quarter • Weighted Economic and Market Indicators Quarterly Re-Allocation • Screen Investments Using Morningstar Evaluate Performance and Risk Measures • Screen Each Investment for Model Violations • Evaluate Prospectuses Investingwith Your Principles In Mind

  23. Their Commitment to You Lighthouse Investments Is Steadfastly Committed To Invest Your Hard Earned Money Into Investments That Are Actively Pursuing The Investment Goals and Principles You Have Set Investingwith Your Principles In Mind

  24. Corporate Philosophy • To Conduct Every Phase Of Their Business In An Honorable And Ethical Manner • To Provide Their Investors With Quality Service • To Retain The Confidence And Trust Of Their Investors Through Their Total Commitment To Honesty And Integrity In Managing Every Aspect Of Their Investments Investingwith Your Principles In Mind

  25. Corporate Philosophy • To Consistently Demonstrate Their Dedication To Professionalism And Excellence In Everything They Do • To Communicate A Sincere, Caring Attitude Toward Every Investor Or Prospective Investor • To Always Place Investors’ Financial Well-being Above Their Own. Investingwith Your Principles In Mind

  26. Are you ready? Individuals Should Require Of Themselves The Accountability To Their Investments And . . . Accountability To Their Financial Advisors To Heed Their Investment Concerns Investingwith Your Principles In Mind

  27. Are You Ready? ? ? ? ? ? ? ? ? ? ? Will you decide it is time to invest your hard earned money in an investment tool that can produce the results you are looking for? Will you continue living and investing the way you have for years? ? ? Or… ? ? ? ? ? ? ? ? Investingwith Your Principles In Mind

  28. Investingwith Your Principles In Mind

  29. Questions? Money Concepts International, Inc. 11440 N. Jog Road Palm Beach Gardens, FL 33418 Tel: 561.472.2000 www.moneyconcepts.com All Securities through Money Concepts Capital Corp. Member FINRA/SIPC Money Concepts Advisory Service is a Registered Investment Advisor with the SEC All Non Securities and Non Advisory Products through Money Concepts International, Inc. Providers of Financial Services Since 1979 Investingwith Your Principles In Mind

More Related