A proprietary process for our clientele who desire the additional benefits of managed assets with a initial investment capital guarantee
M Funds with Principle Preservation
If you are interested in participating in the forex (currency markets), but are concerned about risking your capital, the Principal Preservation Strategy can meet your needs. With this Strategy, you may benefit from the long term potential upside of currencies while protecting your principal with zero coupon bonds. The Strategy works like this: you invest for 4 years a portion of a given amount of funds in zero coupon bonds costing around 80% of their face value. The maturity value of your discounted zero coupon bond purchase should match the amount of your initial principal. The remaining funds are invested in M Funds, where are management team invests in the currency market. In this way, the maturity value of the zero coupon bonds in your portfolio represents the return of your initial investment, regardless of the performance of the managed funds (M Funds).
Benefits of the Principal Preservation Strategy include:
Potential growth with principal preservation. Combination of zero coupon bonds and currency market participation. Portfolio diversification. Initial investment returned at maturity, plus any profits from your M Funds.
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