SMARToption Press Release adapted JON by HC120718185831

VIEWS: 0 PAGES: 2

									                                                                             FOR IMMEDIATE RELEASE
                                                                              Contact: Jonathan M. Clark
                                                                             14600 Detroit Avenue, # 425
                                                                                   Lakewood, OH 44107
                                                                                           216-521-2201
                                                                           jclark@brookstoneadvisor.com
                                                                          www.clarkfinancialadvisory.com




Lakewood, Ohio 2/23/2012 – Jonathan M. Clark, an Investment Advisor Representative with Brookstone
Capital Management (BCM), an SEC Registered Investment Advisor (RIA) announces that they have
launched an investment strategy called SMARToption, and have coined it the Essential Investment
Strategy. This new strategy which is sub-advised by a money management firm that has assembled an
extremely impressive performance track record over the past 14 years will become the centerpiece for
most growth-oriented strategies that Clark Financial Services will begin to recommend to its clients.

The main concept of SMARToption is to grow wealth while protecting client capital from severe losses. It
utilizes a hedged equity strategy that mathematically minimizes large losses in a portfolio with returns
over 14 years that are well above the market average and are in the Top 1%* of comparable managers
since its inception in 1997.

The primary goal of SMARToption is to grow your wealth while protecting capital. SMARToption does
not rely on market timing, asset allocation or buy and hold strategies as we believe all three of these
traditional approaches are flawed. In this respect, SMARToption seeks to maximize returns and minimize
losses in all three types of market conditions (bull, bear and flat market cycles).

Normally, investors that seek stock-like returns have been forced to accept stock-like risks, which include
high levels of volatility and participation in bear market losses that can range from 20% to over 50%.
Because SMARToption uses strategies to hedge the equity position it holds, it has been able to
mathematically limited losses in each of the four down years we have had in stocks in the last decade.
Dean Zayed, President of BCM says, “In 2000, 2001 and 2002, during the tech stock crash and the do-
com bubble, while stocks were down all three of those years, SMARToption was up all three years.
Furthermore, in 2008, when the S&P 500 index was down 37%, SMARToption was down only 3.6%
before fees. We feel passionately that SMARToption should be the core strategy our advisors use and
recommend to clients seeking long term growth.”

Since inception in July 1997, SMARToption has met its objectives in both performance and risk reduction
                                 ®
with independently verified GIPS compliant annualized returns of 10.52%** at a Standard Deviation of
only 8.24% and Beta of only 0.25. During this same period the benchmark S&P 500 yielded only 4.24%
with a Standard Deviation of 18.42%. From July 1997 investments grew by 297%**, beating the S&P 500
by 217%**.

Brookstone Capital Management has a near exclusive relationship with the developer and creator of this
strategy who has assembled an extremely impressive performance track record. Performance history and
industry recognition include:

       Morningstar 5 Star rating for 3 years (2008, 2009, 2010)
       Pensions & Investments (ending 6/30/11) #1 Market-Neutral Manager for 1 and 5 years*
       Callan 3, 5, 7 and 10 Years Top 1% of Large Cap Money Managers for Returns*
       Callan 3, 5, 7 and 10 Years Top 1% of Large Cap Money Managers for Low Risk*
       PSN TOP Gun Award – 3 years
    
             ®
        GIPS compliant (verified through end of 2010) annualized returns of 10.52%**
Mr. Zayed says that, “given the erratic nature of the current market, we believe that SMARToption is an
essential strategy that every investor should consider for a portion of their portfolio. Since SMARToption
is an absolute return, market neutral strategy that does not rely on market timing or stock selection, there
is never a bad time to invest.”



About Brookstone Capital Management: Founded in 2006, Brookstone Capital Management is a fee-
based registered investment advisor, headquartered in Wheaton, Illinois. In 2011, Financial Advisor
Magazine ranked BCM sixth “Fastest-Growing Firms” in the U.S., according to its annual RIA survey.
BCM offers a comprehensive money management platform of robust, well-diversified portfolios to a select
network of highly trained independent investment advisors. Our advisors have total access to our
investment intelligence and proprietary model portfolios. This support allows our advisors to focus on
developing and implementing intelligent, effective long-term investment strategies customized to the
unique goals and circumstances of their clients.

About Clark Financial Services: Clark Financial Services is a full-service financial firm committed to
helping people pursue their goals. They offer a wide range of financial products to individuals and
business owners. Clark Financial Services has been in Lakewood for over twenty years and can be
reached at 216-521-2201.
** Since inception, gross-of-fees

Important Notes: All investments involve the risk of potential investment losses as well as the potential for investment gains. Prior
performance is no guarantee of future results and there can be no assurance, and clients should not assume, that future
performance will be comparable to past performance.
                                                                --30--

								
To top