Thursday, May 25, 2017

CAIA’s Fundamentals of Alternative Investments Certificate Program


A leading financial investment firm, Sheaff Brock Investment Advisors provides customized portfolio management services for individuals with high net worth from its office in Indianapolis, Indiana. Sheaff Brock has key personnel who belongs to the Chartered Alternative Investment Analysis (CAIA) Association, which offers alternative investment education through the Fundamentals of Alternative Investments (AI) Certificate Program.

The Fundaments of AI Program provides financial professionals with a basic understanding of core concepts in alternative investments through a 20-hour online course. Designed for individuals whose roles do not require a high level of expertise in AI, it enables participants to work at their own pace and enroll in the course at any time of the year. The curriculum consists of several one-hour sections that conclude with a 10-question open-book quiz. Upon finishing the course, participants will receive a certificate of completion from the CAIA Association. 

CAIA recommends the program for a range of financial professionals and personnel in related roles, including accountants, financial advisors, marketing personnel, and legal counsel. Completion of the program does not provide membership in the CAIA Association.

Monday, April 3, 2017

Susan G. Komen Funds Breast Cancer Research


An established Indianapolis-based investment firm, Sheaff Brock specializes in portfolio management for high-net worth individuals. A committed supporter of the community, Sheaff Brock gives to Susan G. Komen of Central Indiana. 

The Susan G. Komen Foundation is responsible for funding organizations worldwide that conduct research on the causes and possible cures for breast cancer. Thanks in part to its efforts, breast cancer death rates have fallen 34 percent over the last twenty years.

Since 1982, Susan G. Komen has contributed more than $889 million toward research projects, including over 2400 separate grants and more than 450 clinical trials.

The foundation began with a simple desire to comprehend the foundational biology of breast cancer. However, the more the nonprofit learned about how cancer cells grew, the better able it was to invest in new approaches toward prevention, detection, and treatment.

While cancer cells have proven adept at circumventing the array of drugs developed to combat them, the foundation’s researchers are some of the most accomplished in the world. Many of them are breast cancer survivors themselves or have family members who have had the disease, so their desire is as strong as the foundation’s to find a cure.

Friday, March 3, 2017

Overlay Management Strategies


Widely recognized for its asset management skills, Sheaff Brock has operated as a registered investment advisory firm for more than 15 years. Sheaff Brock offers its clients a wide range of financial services such as financial planning, wealth management, and several overlay management strategies.

An overlay strategy is one in which an investment "sits" on top of an underlying strategy,low cost basis stock, or a concentrated position. These strategies, or overlays, are intended intended to be an ongoing enhancement to the underlying positions. It is a strategy and a management approach that coordinates account management and intended to increase overall returns. Designed to alter a portfolio’s risk-return profile, by adding non-correlated returns, these strategies work well in conjunction with Sheaff Brock's other portfolio strategies or on "top" of a clients existing positions.

With strategies ranging from growth to income and the additional overlay strategies, Sheaff Brock is well equipped to develop an approach for your portfolio.

Tuesday, February 21, 2017

The Tortise and the Hare, Slow and Steady, and a Disciplined Approach


With a commitment to growing and preserving client wealth, Salzinger Sheaff Brock, LLC, offers a range of portfolio strategies tailored to the individual needs and goals of its clientele. Among Salzinger Sheaff Brock’s strategies are portfolios managed for growth, for a balanced approach, for income, and a additional alternative strategy focused on investing in companies that are non-correlated or minimally correlated to the US equity markets. 

Portfolios are typically comprised of no-load mutual funds and ETF's. Any funds can be used. Mark strives for the best of the best. Portfolios are managed by Salzinger Sheaff Brock's founder and CIO, Mark Salzinger. The goal at Salzinger Sheaff Brock is simple-seek more return with less risk. Mark utilizes his knowledge of financial history, investment analysis, geopolitical analysis, fund-manager techniques and behavioral finance to invest more in undervalued areas of the market and less in over valued areas.

Prior to and up and through founding Salzinger Sheaff Brock, Mark since December 2003, has been the editor and publisher of The No-Load Fund Investor, a leading mutual-fund newsletter. From 1995 to 2005, Mark served in various research and leadership posts at Louis Rukeyser's Wall Street and Louis Rukeyser's Mutual Funds. He worked closely with the Late Louis Rukeyser on all sorts of editorial matters, including recommendations and investment strategy, for these two investment newsletters. More information on Mark, and Salzinger Sheaff Brock can be found online at www.salzingersheaffbrock.com.