Our Active Asset Investment Management process provides greater protection for wealth during bear markets and capitalizes on growth potential during bulls.  Using our Active Asset Investment Management process, we have achieved 104% better performance than the S&P 500 over the last 12 plus years through September 30, 2011.

Our consolidated composite report shows that our Active Asset Investment Management program protected wealth during bear markets and significantly improved returns over the longer term.  The chart below details our historic asset investment management results and directly compares our three risk management styles, growth & income, balanced growth, and maximum growth with the S&P.  We have calculated net daily performance including cash flow in and out, including all fees and expenses for active investment management clients who have been with our firm for 10 years or longer through September 30, 2011.

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Couture Financial Management Styles: Growth & Income (GI), Balanced Growth (BG), and Maximum Growth (MG). “CFI” is a consolidated, composite return of all three management styles.

Statistical Definitions:

1Standard Deviation is a statistical measure of the volatility of a portfolio’s returns around its mean.

2Beta is a measure of the degree of change in value one can expect in a portfolio given a change in value in a benchmark index. A portfolio with a beta greater than one

is generally more volatile than its benchmark index and a portfolio with a beta less than one is generally less volatile than its benchmark index.

Most asset investment management firms subscribe to a buy and hold or strategic allocation strategy, which, particularly over the last decade, has proven to be devastating to many financial investment and savings portfolios.  Our active asset investment management programs have worked very well; by reducing risk as much as 60% and outpacing performance of the S&P 500 by over 100%.

Not an uncommon story for us; we work with an investor who has come to trust our active asset investment management process.  He came to us eight years ago having lost approximately 50% of his total investment assets with his previous buy and hold strategy management firm.  Within the time he has been with us, we have been able to recoup about 30% of his total losses with substantially less risk and in spite of the recent “Bear Market.”  Again, this is not an uncommon story and further information and verification is available by contacting us directly.  Buy and hold strategy especially has failed to protect and grow as it should!

The overall active asset investment management concept is simple, actively protect wealth during bear financial markets and proactively manage for growth during bull financial markets.

We don't play games with other people’s money and the performance is clear.

Our active asset investment management process has a couple of key elements.  First, we actively monitor both domestic and international economic and market statistics.  Data is then extrapolated and probability calculated into actionable information driving tactics over the following couple of months.  Finally, objectives and risks are obviously considered based on the client's personal asset investment management strategy.   

We would be delighted to speak with anyone who is interested in achieving a higher degree of wealth protection during bear markets and the potential for investment growth during bulls. 

Our active asset investment management process allows us to have a great story to tell.  We look forward to being of service to those in Sarasota or anywhere in America who desire active asset investment management.


Advisory and Insurance services offered by Couture Financial, Inc.  Securities offered through Calton & Associates, Inc., Member FINRA and SIPC. OSJ 14497 N Dale Mabry Hwy, Ste 214, Tampa FL 33618. 813.264.0440. Couture Financial, Inc. and Calton & Associates, Inc. are separate entities.

*Couture Financials Composite Data consist solely of accounts for clients that have been with the firm for ten or more years.  Returns are consolidated composite client returns, net of all fees, applicable loads and expenses, and normally include the reinvestments of all dividends and distributions.  This strategy can utilize open-end mutual funds, Exchange Traded Funds (ETF) or variable insurance sub-accounts.  When this service is used inside a variable annuity or variable life policy, additional fees will apply.  Exchange-Traded Funds trade on an exchange like an individual stock.  When used, brokerage trading fees or asset based pricing fees, in additional to advisory fees, will apply.  Individual client account results will vary from composite client returns.  Past performance is no guarantee of future results or returns.  The investment return and principle value of an investment will fluctuate so that an investor’s portfolio, when redeemed, may be worth more or less than their original investment.  Data has not been independently audited; therefore, we are not claiming compliance with AIMR or GIPS accounting standards.

No current or prospective client should assume that the future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended by the adviser), will be profitable or equal to past performance levels.  All investment strategies have the potential for profit or loss.  Changes in investment strategies, contributions, or withdrawals may materially alter the performance and results of your portfolio.  Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will be either suitable or profitable for a client’s investment portfolio.  Historical performance results for investment indexes and/or categories generally do not reflect the deduction of transaction and/or custodial charges or the deduction of an investment-management fee, the incurrence of which would have the effect of decreasing historical performance results.  Economic factors, market conditions, and investment strategies will affect the performance of any portfolio and there are no assurances that it will match or outperform any particular benchmark.