Revolutionary Account Management
All plan participants can choose to have Robert W. Colby personally manage their retirement nest egg. Mr. Colby has 40 years experience in the financial industry, has been featured in Forbes, MarketWatch, and other periodicals, and is the author of The Encyclopedia of Technical Market Indicators, Second Edition.
Mr. Colby's techniques strive to outperform the S&P 500 in bull markets, and focus on capital preservation in bear markets... losses suffered in the last two bear markets were actually easy to avoid, if you knew what you were doing.
New Breed of Target Date Portfolios
Robert W. Colby is introducing a new approach in target date investing. His new target date portfolios are actively managed and focus on investments that are actually "going up," that is, that exhibit high relative strength. Colby's target date portfolios also offer bear market protection not found in other target date products. When market conditions warrant, Colby will convert some or all of a client's holdings to cash or fixed-income investments. Other target date portfolios stay fully invested, and go down with the market. Finally, because Colby offers bear market protection, clients can be comfortable holding higher-return investments longer, even well past their retirement target date. Colby offers Target Date Portfolios for years 2010, 2015, 2020, 2025, 2030, 2035, 2040, 2045, and 2050.
Bear Market Protection
Two simple words were never uttered by major financial institutions during either of the last two bear markets... "get out!" By keeping individuals invested in stock mutual funds, the fund companies continued to take their fees, even though it was not in the best interest of their clients to stay invested. Robert W. Colby will continuously monitor the market and advise clients to "stay invested" or "get out." Keeping your money is just as important as making more.
"Roll Over" Your Entire 401(k) Plan
If your 401(k) plan is not creating wealth for your participants, you have an obligation to explore alternatives that work better... call Robert W. Colby Asset Management, Inc. today at 646-652-6879... We will be happy to show you how we can create and preserve wealth for your employees.
The Colby(k): A 401(k) Plan That Works.
