Salt Creek Investors and Sortino Investment Analytics work hard to provide your clients with a combination of fund managers who display the highest probability of outperforming their unique and customized benchmarks. In doing so, SCI and SIA greatly increase the likelihood that your clients will achieve their financial goals.
Success is never guaranteed, but by diligently searching for investment opportunities with higher statistical probabilities of outperforming, you create advantages for your clients. The SCI methodology creates those advantages. In our process, statistical analysis is blended with qualitative evaluations to create portfolios with increased probabilities of delivering alpha. Predicting where markets and prices are headed is difficult, but by analyzing the behavior of prices in the past we can get a statistically better indication of what we might expect in the future.
It is re-balance week for Salt Creek Investors and there will be some changes.
On Wednesday, SCI will see four new funds come into the models. New names such as Thrivent, Conestoga and Paradigm will make their quarterly debut on our platform, alongside the easily recognizable Morgan Stanley. All segments of the portfolios will have active managers except for one of the bond segments and real estate. Expense ratios will be lower for the new quarter and yields for the portfolios will be mixed. Our Conservative and Moderate Conservative models will have higher yields, while all others will show a reduction in their yields. While changes are being made, we see these alterations as relatively minor tweaks, and not significant shifts, which keeps us in line with our goal to provide consistency and stability.
SCI HIGHLIGHTS
SCI Quarterly Rebalance: August 1
Please consider risk profiles and model mapping along with any cash management needs for your SCI clients as we move toward the SCI Quarterly re-balance.
If a client needs to make a model change or any upcoming cash distribution requirements, please let us know.
Monthly SCI Webinar
OUR NEXT SESSION IS:
Tuesday, August 14th @ 12pm CDT
A monthly webinar to highlight special topics, answer questions and to provide training on the best practices. Please join me for a laid back and open session on the Salt Creek Investors platform.
Every 2nd Tuesday of the month @ 12pm CDT
Join from PC, Mac, Linux, iOS or Android:
Click here for Conference Login
Meeting ID: 325 159 0655
Dial In Audio: 669-900-6833
LaSalle St. Investment Advisors, LLC
940 N. Industrial Dr.
Elmhurst, IL 60126
Copyright © 2017 LaSalle St. Investment Advisors, LLC., All rights reserved.
As you consider the information provided with the Salt Creek Investors Asset Allocation Platform (the “Program”), please review the following:
The information and descriptions provided about the Program are for educational and information purposes only and should not be used or construed as investment advice, an offer to sell, a solicitation of an offer to buy, a recommendation for any security, or suggest any course of action. LaSalle St. Investment Advisers (“LSIA”) does not guarantee that the information or descriptions supplied about the Program are complete or timely. LSIA makes no warranty with regard to any results obtained from the Program or its deployment. LSIA is not responsible for any direct or incidental loss incurred by relying on information provided about the Program. The allocations presented herein are illustrations and completely hypothetical. None reflect actual investments or investment results and do not reflect allocation of any individual portfolio. Asset allocation and its results vary over time. Other allocations or asset investment categories not offered in the Program may have characteristics similar or superior to those illustrated. Past performance of any model or allocation is no prediction of future results. Neither the Program nor any system/model can predict the future of any market or price movement in a market. Diversification and asset allocation do not guarantee against the risk of investment loss, including risk of loss of principal. Information provided regarding the Program is as of the date of publication and may change at any time without notice. Information has been included which was obtained from third parties and is believed to be reliable and complete. LSIA does not warrant the accuracy or completeness of such information. LSIA is a registered investment advisor and does not provide tax, accounting or legal advice ‒ the information and/or descriptions provided do not constitute such advice. More information regarding LSIA and its investment strategies can be found in the LSIA brochure, ADV Part II, which is available online or through LSIA. Asset allocation may not be suitable for all investors. Before deciding to invest, potential participants should consult with an investment adviser to determine an appropriate investment strategy and methodology which meets the investor’s specific financial needs, objectives, goals, time horizons and risk tolerance. The information and description provided herein has been made without consideration of any investor’s particular suitability for investing in the Program. Asset allocation also involves investment in various asset classes which are not insured by the government. Investing in fixed income and/or high yield securities involves additional concerns including interest rate risk, credit risk and reinvestment rate risk. Investing in securities outside the United States may entail greater risk than investing in domestic U. S. markets. These risks typically include political and economic uncertainty of foreign countries as well as currency exchange fluctuations, including foreign currency exchange rates, political risks, different methods of accounting, financial reporting and foreign taxes. The prospectus accompanying a security should carefully be reviewed before investing. The services described herein are available to persons residing in any state where they would otherwise be contrary to local law or regulation.