iaas, inc. a registered investment advisor company iaas, inc. a registered investment advisor...
TRANSCRIPT
IAAS, Inc.A Registered Investment Advisor Company
IAAS, Inc.A Registered Investment Advisor Company
An Introduction to IAAS & Its Services
An Introduction to IAAS & Its Services
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 DoWhat We Do
· Sell Any Products
· Take Custody of Any Client Assets
· Trade Stocks, Bonds, Derivatives or Commodities
What We Don’t DoWhat We Don’t Do
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 . .We Believe the Following . .
· We Practice Dynamic Asset Allocation
· We Rely On Technical Indicators
Believing As We Do And Practicing What We Believe
Differentiates Us
Believing As We Do And Practicing What We Believe
Differentiates Us
· 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 AllocationDynamic Versus Static Asset Allocation
Nothing Is Good (or Bad) All The TimeNothing Is Good (or Bad) All The Time
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 InvestingOur Three-Step Approach to Investing
IS AVOIDINGIS AVOIDING
BBIG LOSSESIG LOSSES
The KEY to MAKINGThe KEY to MAKING
BBIG PROFITSIG PROFITS
We can’t affect the wind…We can’t affect the wind…
……but we can adjust the sailsbut we can adjust the sails
We Do What We CanWe Do What We Can