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Company Background:
ProActive Portfolio Strategies, LLC (PPS) provides institutional-grade money management tools to individual investors to help them cut costs and improve their investment results. Key management of PPS has over 20 years experience designing successful investment portfolios that work in both good and bad financial markets, through most every conceivable business cycle.
PPS, and the PPS investment program algorithm, is the brainchild of Lawrence S. York, Chairman & CEO. He is a former FIVE STAR Portfolio Manager and founder of WWW Internet Fund. Mr. York has extensive experience in the securities industry as a Broker Dealer Principal, including experience owning and operating NASD broker dealer firms, and in providing financial planning and money management services to individual investors, small businesses, corporations and various not-for-profit groups. In forming PPS, Mr. York has combined the benefits of low cost investing with the power of an institutional-grade asset allocation algorithm that has built-in risk control formulae to greatly simplify portfolio construction and management. Investors can invest anywhere they like and pay only a flat subscription price no matter what the amount of their assets.
ProActive Portfolio Strategies is not an Investment Advisory Firm offering supervisory Money Management services for a percentage of your account value (asset-based fee), nor a securities Broker Dealer selling stocks and bonds for commissions, but an investment program provider making institutional-grade tools available to the public for a flat, subscription price to empower individual investors to take control of their financial future.
The advantages of using PPS's services are that investors can dramatically reduce their cost of investing and thereby improve their long term investment results. What's more, by using PPS's services investors can add discipline to their investment process and curtail debilitating losses often arising from poor emotional decisions.
How it Works...
 An innovative and powerful decision-rule algorithm selects and recommends portfolio asset allocations helping investors maintain and update their portfolios. The investor simply chooses from among 5 core PPS portfolios best suited to their goals and objectives, or builds a customized portfolio using a mix of them, and then follows the ActionAlerts through email or fax. The investment process is streamlined and simplified. It works by employing a 25 year, back-tested strategy to stay invested in appreciating assets and avoid declining ones. The result is that investors regularly hold the "best" market opportunities and keep their money working, knowing What to Buy and Sell, When while adding discipline to their money management process.
The PPS algorithm is a result of rigorous research and testing that studied how to adjust portfolio Asset Allocation parameters to optimize returns and lower portfolio risks. The PPS algorithm works by first accessing the short, and intermediate term health of the market, then identifies "best" investment opportunities and scores their risk, and finally selects recommended portfolio asset allocations. Timely ActionAlerts™ notify investors when changes become necessary. Proprietary GuardRail™ technology built-into the PPS algorithm helps manage and control risk in extended market corrections to preserve principal. No predictive or market timing measures are utilized. Instead empirical, real-time market data serve as dynamic inputs to drive the PPS algorithm.
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