SOURCE: Zeller Kern

Zeller Kern

August 24, 2011 12:00 ET

Zeller Kern Private Wealth Management Investment Process Vital to Help Avoid Major Market Declines, August 2011

Zeller Kern Private Wealth Management Releases Informative Video on Their Investment Process to Help Investors Navigate Through Tough Economic Waters, and Help Avoid Major Market Declines

GOLD RIVER, CA--(Marketwire - Aug 24, 2011) - Zeller Kern Private Wealth Management, Inc., a comprehensive financial planning firm, has released an informative video on their investment process. Their investment strategy is focused on avoiding major market declines and declines in portfolio value, which are often very difficult to rebound from. Conversely, it seeks to put clients' portfolios to work when longer term trends indicate them to do so. Investors who are uncertain about what to do in these challenging economic times will benefit from the knowledge and experience shared.

Many investors, watching their 401(k)s and IRAs shrinking, are losing faith in the "buy and hold/just hang in there" strategy advocated by large investment firms. With the risk of large financial institutions failing such as in 2008, investors are finding it more difficult to find portfolio management that they can have confidence in. Zeller Kern understands these concerns and developed an investment strategy several years ago designed to help avoid losses during major market declines while potentially profiting from major market advances. Their investment process tracks several key variables and when the markets break down, portfolio assets are moved into traditionally lower risk investments. Using this process, Zeller Kern prevented major declines in their client's portfolios during the 2008 stock market crash and the declines of 2011. Their investment process is developing quite a track record.

Trevor Kern AIF®, AAMS of Zeller Kern says, "One of the things that makes us different from other advisors is that we are prepared and we have a well devised strategy should bad things happen."

Past performance is no guarantee of future results. Zeller Kern Private Wealth Management, Inc. is a comprehensive planning firm that partners with individuals and families, business owners and physicians to provide solutions for their wealth, businesses and practices. Zeller Kern works closely with business owners to build the value of their company and provide business exit plans to achieve top dollar for the owner in the most tax efficient way. Zeller Kern also developed a reputation in the industry for their active investment portfolio management style through their discretionary investment discipline, known as "Advance and Preserve", which is designed to anticipate major trends and take action before they occur. This communication is strictly intended for individuals residing in the states of AR, AZ, CA, FL, GA, IL, IN, MO, NJ, NV, OR, TX, and WA. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding financial investment products and services. The financial consultants of Zeller Kern are registered representatives and investment adviser representatives with and offer securities through Commonwealth Financial Network, Member FINRA / SIPC, a registered investment advisor. They are also Investment Advisor Representatives of Zeller Kern Private Wealth Management, a Registered Investment Adviser. Advisory services and fixed insurance products and services offered by Zeller Kern Private Wealth Management are separate and unrelated to Commonwealth.

Contact Information

  • Contact Person:
    Lisa Matenaer
    Director of Client Relations
    11335 Gold Express Drive, Suite 155
    Gold River, CA 95670
    Phone: (916) 436-8270
    E-mail: Email Contact