Retirement Designed Money Management System

OCEAN PARK
Asset Management

Ocean Park Asset Management is a high-yield corporate bond fund investment strategy offered through Horter Investment Management, LLC.

WEDCO Power Income Portfolio

The Power Income portfolio is a high yield corporate bond mutual fund portfolio offered through Horter Investment Management, LLC.

ALPHA
Bonds Strategy

The Alpha Bonds Strategy seeks to take advantage of world class bond fund management and seasonal stock market opportunities


Alpha Mid-cap Power Index™ Managed Account

The Alpha Mid-Cap Power Index seeks to optimize stock market gains with lower risk and volatility


F Squared Investments

AlphaSector Select Premium Index Strategy

The F Squared Investments AlphaSector Premium Index Strategy actively manages 9 Select Sector SPDR Exchange Traded Funds (ETF’s) and Short Term Treasuries

Redwood Investment Management

Redwood's Managed Risk Strategy seeks to manage downside risk and increase returns by taking advantage of market trends in high yield bond funds.

 
 

DISCLAIMERS

Horter Investment Management and F-Squared Investments are not affiliated. F-Squared Investments is a Sub-Adviser to Horter Investment Management as the Adviser to Horter Investment Management clients.

Horter Investment Management and W. E. Donoghue & Co. are not affiliated. W. E. Donoghue & Co. is a Sub-Adviser to Horter Investment Management as the Adviser to Horter Investment Management clients.

Horter Investment Management and Ocean Park Asset Management are not affiliated. Ocean Park Asset Management is a Sub-Adviser to Horter Investment Management as the Adviser to Horter Investment Management clients.

Horter Investment Management and Alpha Investment Management are not affiliated. Alpha Investment Management is a Sub-Adviser to Horter Investment Management as the Adviser to Horter Investment Management clients.

Horter Investment Management and Jefferson National Life are not affiliated. Jefferson National is a Sub-Adviser to Horter Investment Management as the Adviser to Horter Investment Management clients.

Securities transactions for Horter Investment Management clients are placed through Pershing Advisor Solutions and Trust Company of America. Past performance is no guarantee of future results and investors could lose money with the Ocean Park High Yield Corporate Bond Program, the Alpha Bonds Strategy, the Alpha Mid Cap Power Index Managed Account, the W. E. Donoghue Power Income Portfolio, F-Squared Alpha Sector Premium, and Jefferson National.