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| You can help your employees make better 401K decisions |  |
| Clausen Capital Management is a Registered Investment Advisor headquartered in Charlotte, NC. As a RIA, we provide portfolio management services to our clients and use risk-adjusted models and technical analysis to assist in your portfolio management. | |
| In addition, we publish weekly newsletters
focused on providing specific 401K and 403B advice to plan participants
of several major organizations. For example, we have been providing
subscription-based advisory services to participants in the Wachovia
401K program for several years. To be clear, we are completely independent
of Wachovia. We are not partnering with or endorsed by Wachovia. All
or our newsletters are completely subscription-based which allows
Clausen Capital Management to provide independent and objective recommendations
with regard to each plan we advise on. |
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| We have found a very strong need on the part of 401K / 403B plan participants who want unbiased and timely information specifically targeted to the list of funds in their 401K's. They desire professional advice on how to select their funds and create a diversified portfolio. Most of all, they want someone to advise them when market risk is in their favor or not. | |
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Now we are offering our expertise to organizations
who want to help their employees make better 401K investment decisions.
We will analyze your available fund options and recommend which
funds to own depending on the market environment. In addition, we
will provide a diversified recommendation based on a Conservative
Portfolio or a More Aggressive Portfolio. And best of all, we will
stand by you and make recommendations for a full year.
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Our analysis will provide you with our recommendation
on which funds to invest in, what percentage of a portfolio should
be invested into each suggested fund, and charts of what our recommended
analysis would have resulted in based on our actively managed market
risk model. The model is similar to the one used in our managed
accounts business.
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You simply pass on our recommendations to your employees.
In 2006, our 401K recommendations were inline with the performance of the S&P 500 Index while taking on only about two-thirds of the market's risk. That is our primary goal; consistent portfolio gains with about ½ to 1/3 of the risk of the market. On average, we trade about twice a year. |
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| I hope you find this interesting and potentially of value. Call us or send us an email and we will get started on your specific company 401K plan analysis. We would be delighted to schedule time with you and answer any questions you may have. | |
| Kindest regards,
George Clausen |
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Clausen
Capital Management, Inc.
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