Core v1.0

CORE v1.0

Target Market

• Investors investing in an:
  • Employer-Sponsored Retirement Plan
    • 401(k), 403(b), Roth/401(k), SEP, Simple IRA
  • Brokerage Account
    • Individual/Joint brokerage account, Traditional IRA, Roth IRA, Rollover IRA from previous employer, 529s, etc.

Recommended Fund

• S&P 500 Exchange Traded Fund (ETF) or Index Fund

Primary Objectives

• Improve return potential over a Buy-and-Hold strategy
• Leverage clearly defined entry and exit triggers
• Effectively manage investment risk
• Mirror S&P 500 returns during bull markets, and out-perform it during bear markets
• Provide an extremely simple strategy for investors
• More conservative than our Wealth Accelerator strategy

Attributes

• No Minimum Investment
• Trading alerts once a month (1^st day of every month)
• 2 Trades per year, on average

Key Characteristics

• Simplicity
• Low-cost
• Single fund
• Ease of implementation
• Once-per-month email Newsletter

Benefits

• Monthly BUY, STAY IN, SELL, or STAY OUT alert
• No advanced investment knowledge necessary; simply check email 1^st day of every month for trading alert
• Outperform Buy-and-Hold strategy over the long-term
• Eliminates emotional-based decisions
• Global diversification

 Membership Features

• Monthly SEI Newsletter which includes: Market Triggers, Investor News, etc.
• Monthly performance figures/updates
• New product offerings
• Educational videos, webinars, tele-seminars, podcasts, etc.

$14.97/month