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Published byBeverley Horn Modified over 9 years ago
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IAAS, Inc. A Registered Investment Advisor Company IAAS, Inc. A Registered Investment Advisor Company An Introduction to IAAS & Its Services
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We Trade ETFs and No-Fee Mutual Funds For Clients Who Grant Us Trading Authority Over their 401(k), IRA and Taxable Brokerage Accounts What We Do
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· Sell Any Products · Take Custody of Any Client Assets · Trade Stocks, Bonds, Derivatives or Commodities What We Don’t Do
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1 That high performance rotates among the different market segments over time 2 That there are times to be fully invested in equities and times to limit equity exposure 3 That technical analysis can identify when to be invested, in what market segments, and which equities We Believe the Following..
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· We Practice Dynamic Asset Allocation · We Rely On Technical Indicators Believing As We Do And Practicing What We Believe Differentiates Us
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· Dynamic Allocators shift assets to the best performers much as pony express riders exchanged tired, slowing horses for fresher, faster ones · Static Allocators invest predetermined percentages of assets in different asset classes and leave them unattended for months Dynamic Versus Static Asset Allocation
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Nothing Is Good (or Bad) All The Time
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1 Buy Only When You Have an Edge 2 Trade Up When Invested Positions Decline in Relative Strength 3 Sell When Market Trends or Internals Turn Negative Our Three-Step Approach to Investing
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IS AVOIDING IS AVOIDING B IG LOSSES B IG LOSSES The KEY to MAKING B IG PROFITS
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We can’t affect the wind… …but we can adjust the sails We Do What We Can
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