PTI Securities & Futures LP Announces First Quarter Results for Its Protected Index Program; Program Beats S&P 500 Index
PTI Securities & Futures L.P., a leading Chicago-based securities and money management firm, announced today that its S&P 500 Protected Index Program®, a separately managed account, had a 3.42 percent loss for the first quarter ending March 31, 2009. This compares to a 10.88 percent loss by the S&P 500 Index. The Wall Street Journal and Pensions & Investments magazine recently recognized the Protected Index Program as one of the nation's top performing separately managed accounts in 2008.
Chicago, IL, April 22, 2009 --(PR.com)-- PTI Securities & Futures L.P., a leading Chicago-based securities and money management firm, announced today that its S&P 500 Protected Index Program®, a separately managed account, had a 3.42 percent loss for the first quarter ending March 31, 2009. This compares to a 10.88 percent loss by the S&P 500 Index (SPX) for the same period. [1]
For one-year, three-year, five-year and ten-year periods, the Protected Index Program® (PIP) has yielded a higher return compared to the return of the S&P 500 Index during the same periods. The PIP program had a 6.66 percent loss for the one-year period compared to the SPX’s 37.53 percent loss during that time. For the five-year period, the PIP program had a 23.03 percent gain compared to the SPX’s 18.26 percent loss.
“Protected Index Program investors were pleased that the program continues to beat the S&P 500 Index,” said Thomas Haugh, PTI Securities founder and chief investment officer. “Even in this very challenging economy and market environment, we keep outperforming many other managed accounts and mutual funds.”
The Wall Street Journal (“SMAs Beat Mutual Funds in 2008,” March 12, 2009) and Pensions & Investments magazine (“Top-Performing Equity Managers,” Feb. 23, 2009) recently recognized the Protected Index Program as one of the nation’s top performing separately managed accounts (SMAs) for 2008. In 2008, the PIP had a 4.94 percent loss, compared to the S&P 500 Index (SPX) having a 36.52 percent loss. In their stories, the publications reported that separately managed accounts (SMAs) outperformed mutual funds from 2006 through 2008, and unveiled new research from Morningstar research firm which found that SMAs beat mutual funds in 22 of 26 stock and bond categories during that time.
PTI Securities & Futures attributes the strong performance of its PIP program to the plan’s underlying three-pronged investment philosophy:
1. Diversification using exchange traded funds (ETFs) as the core position. ETFs provide the investor the diversification of an index fund and the opportunity to modify their risk profile to align with their investment objectives.
2. It provides a customized level of principal price protection through the purchase of long-term put options (LEAPS, Long-Term Equity Anticipation Securities), which permit a longer-term trader to gain exposure to a prolonged trend in a given security with a lower overall risk profile.
3. PTI Securities managers then sell shorter-term call options to offset the cost of the put allowing investors a cost-effective method of achieving price protection.
About PTI Securities & Futures LP
Established in 1991, PTI Securities & Futures L.P. is a money management and securities firm serving serious investors and independent traders nationwide. With offices in Chicago, IL and Glendale, AZ, PTI Securities is led by Tom Haugh, principal, and Dan Haugh, president. The firm’s senior management has a combined professional experience in financial investing of nearly 200 years. Independently owned PTI Securities is a member of the Securities Investor Protection Corporation (SIPC), National Futures Association (NFA) and Financial Industry Regulatory Authority (FINRA).
To learn more about PTI Securities, visit www.ptisecurities.com or call toll-free
1-800-821-4968.
###
Media Contact:
Michael Pirages, Pirages Communications
Tel 773-769-1616, Email: mpirages@piragescom.com
Options involve risk and are not suitable for everyone. For information on the characteristics and risks of options, and/or to request a hard copy of the risk disclosure document entitled, "Characteristics and Risks of Standardized Options", contact Dan Haugh at Dan@PTISecurities.com.
[1] The performance of PTI’s Projected Index Program (PIP) is derived from actual returns of the largest accounts using the S&P 500 (SPY) and reflects the return of over 30 percent of the assets invested in the PIP program.
For one-year, three-year, five-year and ten-year periods, the Protected Index Program® (PIP) has yielded a higher return compared to the return of the S&P 500 Index during the same periods. The PIP program had a 6.66 percent loss for the one-year period compared to the SPX’s 37.53 percent loss during that time. For the five-year period, the PIP program had a 23.03 percent gain compared to the SPX’s 18.26 percent loss.
“Protected Index Program investors were pleased that the program continues to beat the S&P 500 Index,” said Thomas Haugh, PTI Securities founder and chief investment officer. “Even in this very challenging economy and market environment, we keep outperforming many other managed accounts and mutual funds.”
The Wall Street Journal (“SMAs Beat Mutual Funds in 2008,” March 12, 2009) and Pensions & Investments magazine (“Top-Performing Equity Managers,” Feb. 23, 2009) recently recognized the Protected Index Program as one of the nation’s top performing separately managed accounts (SMAs) for 2008. In 2008, the PIP had a 4.94 percent loss, compared to the S&P 500 Index (SPX) having a 36.52 percent loss. In their stories, the publications reported that separately managed accounts (SMAs) outperformed mutual funds from 2006 through 2008, and unveiled new research from Morningstar research firm which found that SMAs beat mutual funds in 22 of 26 stock and bond categories during that time.
PTI Securities & Futures attributes the strong performance of its PIP program to the plan’s underlying three-pronged investment philosophy:
1. Diversification using exchange traded funds (ETFs) as the core position. ETFs provide the investor the diversification of an index fund and the opportunity to modify their risk profile to align with their investment objectives.
2. It provides a customized level of principal price protection through the purchase of long-term put options (LEAPS, Long-Term Equity Anticipation Securities), which permit a longer-term trader to gain exposure to a prolonged trend in a given security with a lower overall risk profile.
3. PTI Securities managers then sell shorter-term call options to offset the cost of the put allowing investors a cost-effective method of achieving price protection.
About PTI Securities & Futures LP
Established in 1991, PTI Securities & Futures L.P. is a money management and securities firm serving serious investors and independent traders nationwide. With offices in Chicago, IL and Glendale, AZ, PTI Securities is led by Tom Haugh, principal, and Dan Haugh, president. The firm’s senior management has a combined professional experience in financial investing of nearly 200 years. Independently owned PTI Securities is a member of the Securities Investor Protection Corporation (SIPC), National Futures Association (NFA) and Financial Industry Regulatory Authority (FINRA).
To learn more about PTI Securities, visit www.ptisecurities.com or call toll-free
1-800-821-4968.
###
Media Contact:
Michael Pirages, Pirages Communications
Tel 773-769-1616, Email: mpirages@piragescom.com
Options involve risk and are not suitable for everyone. For information on the characteristics and risks of options, and/or to request a hard copy of the risk disclosure document entitled, "Characteristics and Risks of Standardized Options", contact Dan Haugh at Dan@PTISecurities.com.
[1] The performance of PTI’s Projected Index Program (PIP) is derived from actual returns of the largest accounts using the S&P 500 (SPY) and reflects the return of over 30 percent of the assets invested in the PIP program.
Contact
Pirages Communications
Michael Pirages, Pirages Communications
773-769-1616
www.ptisecurities.com
Michael Pirages, Pirages Communications
773-769-1616
www.ptisecurities.com
Contact
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