SignalPoint Asset Management, LLC (“SignalPoint”) is an SEC registered investment adviser. SignalPoint claims compliance with the Global Investment Performance Standards (GIPS®). A list of composite descriptions as well as additional information regarding policies for valuing portfolios, calculation performance and preparing compliant presentations are available upon request. The Stable Income composite includes all similarly managed discretionary portfolios that invest in at least a 90% target allocation the Stable Income model portfolio, a portfolio comprised of select income ETFs representing a spectrum of income oriented securities, plus the cash reserves position. Portfolios typically have 9 different ETF holdings in addition to cash reserves. Fully discretionary accounts are added to the composite on the first day of the month following the date of their full investment. Accounts are removed from the composite at the month end prior to their account change of status. The composite includes taxable and nontaxable discretionary accounts with no restrictions and meet the minimum asset size requirement of $50,000 (as of November 1, 2008) for inclusion. The Stable Income Composite was created in November 2008. The firm maintains a list of composite descriptions, which is available upon request. Past performance is not indicative of future results. Valuations are computed and stated in US dollars. Performance shown represents total returns that include income, realized and unrealized gains and losses. Gross of Fee returns are presented before the deduction of management fees. The composite includes bundled fee portfolios that pay a fee based on a percentage of assets under management. This fee includes investment management, trading costs, portfolio monitoring, consulting services, and custody services. Gross return for bundled fee portfolios are shown before the deduction of the entire bundled fee, and are shown as supplemental information. Gross returns for non-bundled fee portfolios have been reduced by transaction costs. Net of Fee performance returns are reduced by actual management fees and bundled fees for applicable portfolios. Annual advisory fees are calculated as a percentage of assets under management according to the following schedule: 1.50% on the first $500,000 of assets under management; 1.25 % on assets between $500,000 – $2,000,000; 1.00 % on assets between $2,000,000 – $5,000,000; 0.75% on assets over $5,000,000, although fees may be negotiated or waived in certain circumstances. Internal dispersion is calculated using the asset-weighted standard deviation of all portfolios that were included in the composite for an entire year, net of fees. The 3-Year Standard Deviation represents the annualized standard deviation of actual composite and benchmark returns, using the rolling 36-months ended each year-end. The Stable Income returns have been benchmarked to the Barclays US Aggregate Bond Index, which is a broad based index representative of the U.S. investment grade bond market and including Treasury, Agency, Mortgage Backed and Corporate Bonds. Barclays is the source and owner of the Barclays US Aggregate Bond Index data reflected in this material and all trademarks and copyrights related thereto. SignalPoint does not make any representation that the benchmark will or is likely to achieve returns similar to those shown in the performance results contained herein. Moreover the performance of a specific client account may vary substantially from the benchmark results contained herein based on their percentage of the client’s account allocated to one or more composite portfolios. Past performance is not indicative of future results. Different types of investments involve varying degrees of risk and there can be no assurance that any specific investment will be profitable. This material has been prepared for informational purposes only and does not constitute an offer or solicitation to sell or buy securities in any specific company. Any such offer or solicitation will be made only by means of the SignalPoint offer of investment management services under written contract. None of the information or analyses presented is intended to form the basis for any investment decision and no specific recommendations are intended. Accordingly this material does not constitute investment advice, counsel or solicitation for investment in any security. SignalPoint is an SEC registered investment advisor with its principal place of business in the State of Missouri. SignalPoint and its representatives are in compliance with the current registration and notice filing requirements imposed upon registered investment advisors by those states in which SignalPoint maintains clients. For additional information about SignalPoint, including fees and services, send for our disclosure statement as set forth on Form ADV using the contact information herein or refer to the Investment Advisor Public Disclosure web site (www.adviserinfo.sec.gov). Please read the disclosure statement carefully before you invest or send money.

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SignalPoint Asset Management, LLC (“SignalPoint”) is an SEC registered investment adviser. SignalPoint claims compliance with the Global Investment Performance Standards (GIPS®). A list of composite descriptions as well as additional information regarding policies for valuing portfolios, calculation performance and preparing compliant presentations are available upon request. The Stable Income composite includes all similarly managed discretionary portfolios that invest in at least a 90% target allocation the Stable Income model portfolio, a portfolio comprised of select income ETFs representing a spectrum of income oriented securities, plus the cash reserves position. Portfolios typically have 9 different ETF holdings in addition to cash reserves. Fully discretionary accounts are added to the composite on the first day of the month following the date of their full investment. Accounts are removed from the composite at the month end prior to their account change of status. The composite includes taxable and nontaxable discretionary accounts with no restrictions and meet the minimum asset size requirement of $50,000 (as of November 1, 2008) for inclusion. The Stable Income Composite was created in November 2008. The firm maintains a list of composite descriptions, which is available upon request. Past performance is not indicative of future results. Valuations are computed and stated in US dollars. Performance shown represents total returns that include income, realized and unrealized gains and losses. Gross of Fee returns are presented before the deduction of management fees. The composite includes bundled fee portfolios that pay a fee based on a percentage of assets under management. This fee includes investment management, trading costs, portfolio monitoring, consulting services, and custody services. Gross return for bundled fee portfolios are shown before the deduction of the entire bundled fee, and are shown as supplemental information. Gross returns for non-bundled fee portfolios have been reduced by transaction costs. Net of Fee performance returns are reduced by actual management fees and bundled fees for applicable portfolios. Annual advisory fees are calculated as a percentage of assets under management according to the following schedule: 1.50% on the first $500,000 of assets under management; 1.25 % on assets between $500,000 – $2,000,000; 1.00 % on assets between $2,000,000 – $5,000,000; 0.75% on assets over $5,000,000, although fees may be negotiated or waived in certain circumstances. Internal dispersion is calculated using the asset-weighted standard deviation of all portfolios that were included in the composite for an entire year, net of fees. The 3-Year Standard Deviation represents the annualized standard deviation of actual composite and benchmark returns, using the rolling 36-months ended each year-end. The Stable Income returns have been benchmarked to the Barclays US Aggregate Bond Index, which is a broad based index representative of the U.S. investment grade bond market and including Treasury, Agency, Mortgage Backed and Corporate Bonds. Barclays is the source and owner of the Barclays US Aggregate Bond Index data reflected in this material and all trademarks and copyrights related thereto. SignalPoint does not make any representation that the benchmark will or is likely to achieve returns similar to those shown in the performance results contained herein. Moreover the performance of a specific client account may vary substantially from the benchmark results contained herein based on their percentage of the client’s account allocated to one or more composite portfolios. Past performance is not indicative of future results. Different types of investments involve varying degrees of risk and there can be no assurance that any specific investment will be profitable. This material has been prepared for informational purposes only and does not constitute an offer or solicitation to sell or buy securities in any specific company. Any such offer or solicitation will be made only by means of the SignalPoint offer of investment management services under written contract. None of the information or analyses presented is intended to form the basis for any investment decision and no specific recommendations are intended. Accordingly this material does not constitute investment advice, counsel or solicitation for investment in any security. SignalPoint is an SEC registered investment advisor with its principal place of business in the State of Missouri. SignalPoint and its representatives are in compliance with the current registration and notice filing requirements imposed upon registered investment advisors by those states in which SignalPoint maintains clients. For additional information about SignalPoint, including fees and services, send for our disclosure statement as set forth on Form ADV using the contact information herein or refer to the Investment Advisor Public Disclosure web site (www.adviserinfo.sec.gov). Please read the disclosure statement carefully before you invest or send money.

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QUARTER 1 FACT SHEETS
HOMEPROCESSPEOPLEPORTFOLIOSRESEARCHCONTACT US
Here’s just a small sample of the portfolios we offer to our clients
Stable Income
The Stable Income Portfolio offers exposure to select higher quality fixed income ETFs of various maturities along with ETFs that cover real estate income trusts (REITs) and high yield securities, and dynamic cash reserves. The portfolio is then managed with SignalPoint’s disciplined process, which raises and lowers cash and ETF holdings incrementally in relation to market risk. Stable Income has the objective of offering a consistent level of income along with a disciplined approach to managing risk for fixed income investors.

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Universal Signal
The Universal Signal Portfolio blends exposure to equity and fixed income ETFs along with SignalPoint’s disciplined approach to managing risk. The result is an efficient strategy that provides global equity exposure based upon value-oriented market capitalization ETFs, fixed income ETF’s across several income classifications, and a dynamic cash reserve. The portfolio is then managed with SignalPoint’s disciplined process, which raises and lowers cash and ETF holdings incrementally in relation to market risk. Universal Signal has the objective of long-term growth and current income.

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Global Signal (US and International)
The Global Signal Portfolio offers exposure to a wide range of companies and non-correlated assets along with SignalPoint’s disciplined approach to managing risk. The result is a strategy that provides diversified exposure to the nine domestic industrial sectors, four international regions, non-correlated assets and dynamic cash reserves. The portfolio is then managed with SignalPoint’s disciplined process, which raises and lowers cash and ETF holdings incrementally in relation to market risk. Global Signal has the objective of long-term growth.

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CU Income Composite
The CU Income Portfolio offers exposure to select higher quality fixed income ETFs of various maturities along with ETFs that cover real estate income trusts (REITs) and preferred and high yield securities, along with dynamic cash reserves. The portfolio is then managed with SignalPoint’s disciplined process, which raises and lowers cash and ETF holdings incrementally in relation to market risk. CU Income seeks to offer a consistent level of income along with a disciplined approach to managing risk for fixed income investors.

MORE INFO
Location
SignalPoint Asset Management, LLC
1201 E. Walnut Street
Springfield, MO 65802
Phone : 877.769.9980
FaceTime: Connect using FaceTime
Email : Contact
Opening Hours
Mon-Fri 8:00 am to 4:30 pm
Saturday Closed
Sunday Closed
Directions:
View The Map For Directions Here
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SignalPoint Asset Management, LLC (“SignalPoint”) is an SEC registered investment adviser. SignalPoint claims compliance with the Global Investment Performance Standards (GIPS®). A list of composite descriptions as well as additional information regarding policies for valuing portfolios, calculation performance and preparing compliant presentations are available upon request.

The Universal Signal composite includes all similarly managed discretionary portfolios that invest in at least a 90% target allocation to the Universal Signal model portfolio, a balanced portfolio comprised of ETFs representing domestic and international equities with a focus on dividends, fixed income diversified across several income sectors, precious metals and a cash reserves position. Portfolios typically have 10 different ETF holdings in addition to cash reserves. Fully discretionary accounts are added to the composite on the first day of the month following the date of their full investment. Accounts are removed from the composite at the month end prior to their account change of status. The composite includes taxable and nontaxable discretionary accounts with no restrictions and meet the minimum asset size requirement of $50,000 (as of November 1, 2008) for inclusion. The Universal Signal Composite was created in November 2008. The firm maintains a list of composite descriptions, which is available upon request. Past performance is not indicative of future results. Valuations are computed and stated in US dollars. Performance shown represents total returns that include income, realized and unrealized gains and losses. Gross of Fee returns are presented before the deduction of management fees. The composite includes bundled fee portfolios that pay a fee based on a percentage of assets under management. This fee includes investment management, trading costs, portfolio monitoring, consulting services, and custody services. Gross returns for bundled fee portfolios are shown before the deduction of the entire bundled fee, and are shown as supplemental information. Gross returns for non-bundled fee portfolios have been reduced by transaction costs. Net of Fee performance returns are reduced by actual management fees and bundled fees for applicable portfolios. Annual advisory fees are calculated as a percentage of assets under management according to the following schedule: 1.50% on the first $500,000 of assets under management; 1.25 % on assets between $500,000 – $2,000,000; 1.00 % on assets between $2,000,000 – $5,000,000; 0.75% on assets over $5,000,000, although fees may be negotiated or waived in certain circumstances. Internal dispersion is calculated using the asset-weighted standard deviation of all portfolios that were included in the composite for an entire year, net of fees. The 3-Year Standard Deviation represents the annualized standard deviation of actual composite and benchmark returns, using the rolling 36-months ended each year-end. Past performance is not indicative of future results.

The Universal Signal returns have been benchmarked to is a custom blend of 60% MSCI World (Net) Index and 40% Barclays US Aggregate Bond indices. The MSCI World Index captures large and mid cap representation across the 24 developed markets which covers over 1600 companies and approximately 84% of the free float-adjusted market capitalization in each country, and is shown net of foreign withholding tax assumptions. MSCI, Inc. is the source and owner of the MSCI World Index data reflected in this material and all trademarks and copyrights related thereto. The Barclays US Aggregate Bond Index is a broad based index representative of the U.S. investment grade bond market and including Treasury, Agency, Mortgage Backed and Corporate Bonds. Barclays is the source and owner of the Barclays US Aggregate Bond Index data reflected in this material and all trademarks and copyrights related thereto. SignalPoint does not make any representation that the benchmark will or is likely to achieve returns similar to those shown in the performance results contained herein. Moreover the performance of a specific client account may vary substantially from the benchmark results contained herein based on the percentage of the client’s account allocated to one or more composite portfolios. Different types of investments involve varying degrees of risk and there can be no assurance that any specific investment will be profitable.

This material has been prepared for informational purposes only and does not constitute an offer or solicitation to sell or buy securities in any specific company. Any such offer or solicitation will be made only by means of the SignalPoint offer of investment management services under written contract. None of the information or analyses presented is intended to form the basis for any investment decision and no specific recommendations are intended. Accordingly this material does not constitute investment advice, counsel or solicitation for investment in any security.

SignalPoint is an SEC registered investment advisor with its principal place of business in the State of Missouri. SignalPoint and its representatives are in compliance with the current registration and notice filing requirements imposed upon registered investment advisors by those states in which SignalPoint maintains clients. For additional information about SignalPoint, including fees and services, send for our disclosure statement as set forth on Form ADV using the contact information herein or refer to the Investment Advisor Public Disclosure web site (www.adviserinfo.sec.gov). Please read the disclosure statement carefully before you invest or send money.

Close

×

QUARTER 1 FACT SHEETS
HOMEPROCESSPEOPLEPORTFOLIOSRESEARCHCONTACT US
Here’s just a small sample of the portfolios we offer to our clients
Stable Income
The Stable Income Portfolio offers exposure to select higher quality fixed income ETFs of various maturities along with ETFs that cover real estate income trusts (REITs) and high yield securities, and dynamic cash reserves. The portfolio is then managed with SignalPoint’s disciplined process, which raises and lowers cash and ETF holdings incrementally in relation to market risk. Stable Income has the objective of offering a consistent level of income along with a disciplined approach to managing risk for fixed income investors.

MORE INFO
Universal Signal
The Universal Signal Portfolio blends exposure to equity and fixed income ETFs along with SignalPoint’s disciplined approach to managing risk. The result is an efficient strategy that provides global equity exposure based upon value-oriented market capitalization ETFs, fixed income ETF’s across several income classifications, and a dynamic cash reserve. The portfolio is then managed with SignalPoint’s disciplined process, which raises and lowers cash and ETF holdings incrementally in relation to market risk. Universal Signal has the objective of long-term growth and current income.

MORE INFO
Global Signal (US and International)
The Global Signal Portfolio offers exposure to a wide range of companies and non-correlated assets along with SignalPoint’s disciplined approach to managing risk. The result is a strategy that provides diversified exposure to the nine domestic industrial sectors, four international regions, non-correlated assets and dynamic cash reserves. The portfolio is then managed with SignalPoint’s disciplined process, which raises and lowers cash and ETF holdings incrementally in relation to market risk. Global Signal has the objective of long-term growth.

MORE INFO
CU Income Composite
The CU Income Portfolio offers exposure to select higher quality fixed income ETFs of various maturities along with ETFs that cover real estate income trusts (REITs) and preferred and high yield securities, along with dynamic cash reserves. The portfolio is then managed with SignalPoint’s disciplined process, which raises and lowers cash and ETF holdings incrementally in relation to market risk. CU Income seeks to offer a consistent level of income along with a disciplined approach to managing risk for fixed income investors.

MORE INFO
Location
SignalPoint Asset Management, LLC
1201 E. Walnut Street
Springfield, MO 65802
Phone : 877.769.9980
FaceTime: Connect using FaceTime
Email : Contact
Opening Hours
Mon-Fri 8:00 am to 4:30 pm
Saturday Closed
Sunday Closed
Directions:
View The Map For Directions Here
Home
Portfolio
Process
Credit Unions
Blog
Contact
Client Login
Privacy Policy
Performance Disclosures
Terms & Conditions
Social Media
FacebookTwitterLinkedin
© Copyright 2018. All Rights Reserved.
| Entries (RSS) Comments (RSS)
CALL US TODAY!
HOME
PROCESS
PEOPLE
PORTFOLIOS
RESEARCH
CONTACT US
SignalPoint Asset Management, LLC (“SignalPoint”) is an SEC registered investment adviser. SignalPoint claims compliance with the Global Investment Performance Standards (GIPS®). A list of composite descriptions as well as additional information regarding policies for valuing portfolios, calculation performance and preparing compliant presentations are available upon request.

The Global Signal composite includes all similarly managed discretionary portfolios that invest in sector and geographic based equity ETFs with the goal of providing long-term capital appreciation from a well-diversified strategy. The Global Signal strategy allows for ETF based equity exposure with approximately 60% of invested assets providing exposure to the domestic markets and 40% of the invested assets providing exposure to the international markets. In addition, there will be limited exposure to ETFs that may hold non-correlated assets. Portfolios typically have 16 different ETF holdings in addition to cash reserves. Fully discretionary accounts are added to the composite on the first day of the month following the date of their full investment. Accounts are removed from the composite at the month end prior to their account change of status. The composites include taxable and nontaxable discretionary accounts with no restrictions and meet the minimum asset size requirement of $50,000 (as of August 1, 2008) for inclusion. The Global Signal Composite was created on October 1, 2008. Performance presented prior to October 1, 2008 occurred while the portfolio manager was affiliated with a prior firm. The portfolio manager had the primary and final responsibility at the prior firm for selecting the securities to buy and sell in the Global Signal composite strategy accounts. Valuations are computed and stated in US dollars. Performance shown represents total returns that include income, realized and unrealized gains and losses. Gross of Fee returns are presented before the deduction of management fees. The composite includes bundled fee portfolios that pay a fee based on a percentage of assets under management. This fee includes investment management, trading costs, portfolio monitoring, consulting services, and custody services. Gross returns for bundled fee portfolios are shown before the deduction of the entire bundled fee, and are shown as supplemental information. Gross returns for non-bundled fee portfolios have been reduced by transaction costs. Net of Fee performance returns are reduced by actual management fees and bundled fees for applicable portfolios. Internal dispersion is calculated using the asset-weighted standard deviation of all portfolios that were included in the composite for an entire year, net of fees. The 3-Year Standard Deviation represents the annualized standard deviation of actual composite and benchmark returns, using the rolling 36-months ended each year-end. Annual advisory fees are calculated as a percentage of assets under management according to the following schedule: 1.50% on the first $500,000 of assets under management; 1.25 % on assets between $500,000 – $2,000,000; 1.00 % on assets between $2,000,000 – $5,000,000; 0.75% on assets over $5,000,000, although fees may be negotiated or waived in certain circumstances. Past performance is not indicative of future results.

The Global Signal returns have been benchmarked to the MSCI World (Net) Index which captures large and mid cap representation across 24 Developed Market countries with 1,625 constituents. The index covers approximately 84% of the free float-adjusted market capitalization in each country, and is shown net of foreign withholding tax assumptions. MSCI, Inc. is the source and owner of the MSCI World Index data reflected in this material and all trademarks and copyrights related thereto. SignalPoint does not make any representation that the benchmark will or is likely to achieve returns similar to those shown in the performance results contained herein. Moreover the performance of a specific client account may vary substantially from the benchmark results contained herein based on the percentage of the client’s account allocated to one or more composite portfolios. Different types of investments involve varying degrees of risk and there can be no assurance that any specific investment will be profitable.

This material has been prepared for informational purposes only and does not constitute an offer or solicitation to sell or buy securities in any specific company. Any such offer or solicitation will be made only by means of the SignalPoint offer of investment management services under written contract. None of the information or analyses presented is intended to form the basis for any investment decision and no specific recommendations are intended. Accordingly this material does not constitute investment advice, counsel or solicitation for investment in any security.

SignalPoint is an SEC registered investment advisor with its principal place of business in the State of Missouri. SignalPoint and its representatives are in compliance with the current registration and notice filing requirements imposed upon registered investment advisors by those states in which SignalPoint maintains clients. For additional information about SignalPoint, including fees and services, send for our disclosure statement as set forth on Form ADV using the contact information herein or refer to the Investment Advisor Public Disclosure web site (www.adviserinfo.sec.gov). Please read the disclosure statement carefully before you invest or send money.

Close

×