Independent thinking
for global investing

 

Adapting to global change through rigorous, independent investment analysis

Financial Advisors

AIS offers five global macro investment programs to individual investors, each of which may provide attractive absolute and risk-adjusted returns and diversification benefits for your clients’ broader investment portfolio:

  1. Multi-Asset Allocation Portfolio (“MAAP”) Program. Global macro. Follows a discretionary, fundamental, longer-term investment process and targets a higher weight to commodity assets.
  2. Tactical Asset Allocation Portfolio (“TAAP”) Program. Balanced. Seeks to provide conservative long-term growth of capital and preservation of purchasing power through active investment in gold, select equities, bonds, and cash equivalents.
  3. Capital Growth Program. Tactical equities. Builds a portfolio primarily of U.S. equities through active sector and security selection, with the opportunity to decrease its exposure to the U.S. equity market through short positions in S&P 500 Index futures.
  4. Gold Program. Precious metals mining equities and precious metals futures. Obtains exposure to attractive precious metals mining companies and precious metals futures, seeking to benefit from long-term increase in gold and silver prices in U.S. dollar terms.

 

LEGAL DISCLAIMER

PAST PERFORMANCE IS NOT NECESSARILY INDICATIVE OF FUTURE RESULTS. NO REPRESENTATION IS BEING MADE THAT ANY INVESTOR WILL OR IS LIKELY TO ACHIEVE SIMILAR RESULTS. FUTURES TRADING IS SPECULATIVE, INVOLVES SUBSTANTIAL RISK, AND IS NOT SUITABLE FOR ALL INVESTORS. THE RISK OF LOSS IN TRADING COMMODITY INTERESTS CAN BE SUBSTANTIAL. YOU SHOULD THEREFORE CAREFULLY CONSIDER WHETHER SUCH TRADING IS SUITABLE FOR YOU IN LIGHT OF YOUR FINANCIAL CONDITION.

THE INFORMATION PRESENTED ON THIS WEB SITE IS NOT A SOLICITATION FOR INVESTMENT. SUCH INVESTMENT IS ONLY OFFERED ON THE BASIS OF INFORMATION AND REPRESENTATIONS MADE IN THE APPROPRIATE OFFERING DOCUMENTATION.