Protecting against losses without
giving up on potential gains
Have what you want
A managed account is an account held in your name where ARM Financial can intiaite transactions in stocks, bonds, exchange traded funds, options, and futures. The portfolio within a managed account is tailored spcifically to the client. Portfolios for all clients are designed to protect against losses while not limiting potential gains.
INDEX+ is our flagship investment product. It is designed to provide protection without limiting upside. It has a proven track record that is 90% likely to do better than the market over any 5 year period and 99% likely to do better than the market in recessions and crises. INDEX+ as available in separately managed accounts and as a private fund (hedge fund).
ProLeverage is our trademarked process of being smart about leverage. Whether that’s using leverage to put future contributions to work today or using leverage to hedge specific risks, leverage is a powerful and proven tool.
The Opportunities Fund is a private fund available to ARM Financial clients. The fund invests directly in venture capital and commercial real estate.
The Proof is in the Numbers
Account returns for each separately managed account, denoted by a unique six letter identifier, are displayed individually. Showing each account’s performance, as opposed to an average, is a regulatory requirement. The graph of all accounts includes accounts that range from very conservative to very opportunistic. Opportunistic accounts have all outperformed the S&P500 over the last five years. Past performance is not necessarily indicative of future performance. Futures are not appropriate for all investors. Futures involve the risk of substantial loss.
Assets under Management:$34,331,694
Meet Our Team
The ARM Financial team is constructed to give our clients opportunity and security. We bring together a unique set of individuals so we can supplement traditional index investing with unique opportunities.
Abraham R. McAllister
J. Lodewyk Steyn