Managed
Accounts & Brokerage...
Dan Ascani accepts
managed individual client accounts from time to time for qualified
investors. Mr. Ascani from time to time accepts individual accounts to
manage as a Registered Investment Advisor,
and non-managed accounts as a stockbroker
(Registered Representative) of Oakbrook Investment Brokers. Contact us for more
information.
 Full
Service Stock Brokerage
Whether you wish to receive
Dan Ascani's direction and recommendations with each trade or you wish Dan
to manage your account on a discretionary basis, Dan can help you with
your investment program. Dan is well-known for his ability to
recommend strategies and various market environments. Don't miss
Dan's input now in your investment decision-making process.
E-mail us your name, address and telephone number if you
would like Dan to contact you about your investment goals.
Managed
Account Program
Background
Dan
Ascani utilized his market experience and expertise to
create strategies for the Rydex Series
Trust fund family* in the mid 1990s and now manages individual client
accounts for qualified investors. His strategies resulted in the popular Rydex
Nova and Rydex Ursa funds, the latter of which is the first true 100% short
equity fund allowing investors and institutions to sell short or otherwise
hedge portfolios in the stock market. Mr. Ascani also assisted with
the portfolio strategies and trade executions of derivatives transactions of
the Rushmore Nova Fund in the early 1990s. Mr. Ascani is a frequent guest media
commentator on financial markets and is appears regularly for the wire
services and financial media. He hosted his own television show on
financial station KWHY-TV in Los Angeles for many years, and now hosts the GMSTechStreet.com
Market Hour web radio show. He is also a featured
speaker at many investment conferences throughout the county.
Dan is a graduate of UCLA with degrees in economics
and psychology, and has also been a stock and commodities broker since 1982.
Managed Portfolio Strategies
Dynamic Growth Portfolio. This portfolio
uses anticipatory and trend-following components, and seeks to be long or short
the stock market via a mutual fund indexed to the S&P 500 or
NASDAQ 100 Index (such as the Rydex funds discussed above). It utilizes Mr. Ascani's
technical and fundamental analysis, his sector rotation model, and his methods of formulating buy
and sell decisions.
Individual stocks are used as well as mutual funds.
Portfolio Objectives
The purpose of these portfolios is aggressive
capital growth, independent of the direction of the market. Because both
bull and bear funds are used, the portfolio can grow in spite of the trend of the
S&P 500 Index. This type of strategy is ideal for investors who seek
continued portfolio growth not only in a bull market such as that which was
experienced for most of the 1990s, but who also seek the potential for
growth after the bull market ends. It also relieves the investor of having
to determine whether or not a bull market is in lace, and allows the
investor to seek profitability in any kind of market environment, including
trading-range markets.
Fluctuation of interest return and principal values
are inherent in any securities investment. It should not be assumed that
recommendations made in the future will be profitable or will equal the past
performance of the securities listed here. Please inquire for more
information on risks, objectives, and other relevant information.
*Mr. Ascani is not an employee, advisor, or affiliate of the Rydex Series
Trust fund family in any capacity.
Dan Ascani is a Registered Representative (stockbroker)
and Registered Investment Advisor of Oakbrook Investment Brokers in
Chicago. Contact Dan via
e-mail at brokerage@gmstechstreet.com.
Dan Ascani is a Registered Representative
and a Registered Investment Advisor of Oakbrook Investment Brokers and
receives commissions and fees for his services there, including investments in
the Rogers Raw Materials Fund, when approved by the regulatory bodies,
purchased through Ascani as a registered broker. Mr. Ascani also
receives fees and commissions for managing investor portfolios.
It should not be construed that any recommendations contained in any
publication of Global Market Strategists, Inc., or in this document, are
necessarily the same trades executed by Mr. Ascani, either in his money management
program or in his proprietary accounts. See also disclaimer.
For more information and
account forms, please contact us at:
Dan Ascani
c/o Global Market Strategists, Inc.
P.O. Box 30278, Palm Beach Gardens, FL 33420
or e-mail
brokerage@gmstechstreet.com.
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