Nancy Rinker, Joe Vizzini, Melanie Palmer, and Porter Landreth make up the Portfolio Management Team (PMT) at Asset One.

Asset One Portfolio Management Team

The Asset One Portfolio Management Team collectively bring over 90 years of investment and research experience. This experience adds perspective to address volatile market activity and make strategic investment recommendations for our client portfolios.

The Portfolio Management Team members work with your advisor or strategist to understand your financial situation and goals. Some things we’ll ask may include:

Over time what rate of return do you need? Are you in a high tax bracket? Do you need cash each month? What type of broad investment allocation will let you sleep well?

Each day the Portfolio Management Team members monitor world markets and economies, track performance of current holdings, and research new investment opportunities. We use technical analysis to determine buy and sell points and study trends for the overall market as well as individual positions.

Just as important as the decision to buy an investment is the decision to sell and our Portfolio Management Team tracks investment changes from purchase price. All this information is applied to manage, grow, and protect each client’s unique portfolio.

Your information remains confidential and tells the Portfolio Management Team how to develop your investment allocations for a balanced portfolio that delivers performance within your comfort level. Where appropriate, your advisor may recommend annuities, real estate, or other investments. These are incorporated into the overall allocation.

Tactical Yield Model

Asset One’s Tactical Yield Program is one of the many investment strategies utilized in client portfolios. Developed, monitored and implemented by our Portfolio Management Team . Ashland Partners completes a quarterly examination of the model returns for Asset One’s Tactical Yield Program.

Asset One’s Tactical Yield strategy is designed to provide competitive investment returns, utilizing market timing to switch between high yield bond and money market mutual funds and/or other types of bond funds such as US Government securities, US agency, foreign government, high grade US corporate debt, floating rate instruments and municipal bonds.

Objectives of the Tactical Yield strategy:

Capital preservation High yield Competitive total return Lower volatility than equity investments

Asset One’s Portfolio Management Team reviews technical indicator signals, prevailing market conditions, and input from fund managers when deciding to trade. Stop losses float up, but not down, using price action from the buy price and the high price. They are adjusted for market volatility and are tightly adhered to, to meet the objectives of the Tactical Yield strategy.

Selection criteria require funds to be top performers in their sector showing recent relative strength with projected continued performance. Also important in our fund selection process are liquidity, collateral levels, trading limitations, size of fund and adherence to the fund mandate.

The Tactical Yield strategy benefits from the fact that the high yield market generally has clearly defined trends and near-permanent purchase demand from the US insurance industry. Over time, the Tactical Yield strategy has outperformed the S&P 500 with about one-third of the risk.

Colorado 303-751-8859 Louisiana 985-727-2834

Securities offered through Girard Securities, Inc. a registered Broker/Dealer and member FINRA / SIPC. Investment advisory services offered through Asset One, LLC. A registered investment advisor not affiliated with Girard Securities, Inc.