MarketTrend Advisors
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 MARKETTREND Advisors Investment Services

MARKETTREND Advisors is a full service investment advisory firm serving individual investors and Registered Investment Advisors. Clients have separately managed accounts and grant authorization to enable discretionary transactions. MARKETTREND Advisors' professional money managers will work with you to identify an appropriate asset allocation model for your portfolio and choose a set of investment strategies that best matches your financial objectives and desired risk level.

The key tenets of our investment philosophy are:

  • Seek to preserve capital and minimize risk in all strategies
  • Grow your assets long term under all market conditions
  • Keep costs low to maximize your profits and wealth

The rapid expansion of exchange-traded funds (ETFs) provides many critical advantages that we leverage in our unique strategies. ETFs greatly expand available international and sector investment choices and asset classes for investment portfolios of all sizes. ETFs enable lower costs and can be traded throughout the day the same as individual stocks. Finally, and most critical to our strategies, leveraged and inverse (short) ETFs enable us to efficiently add and subtract leverage, hedge other holdings, and make short investments, even in IRA accounts, all for the same transaction costs as individual stock trades. ETFs are the most significant addition to the investment landscape in decades and are central to our investment strategies.

We offer six primary investment strategies and will recommend a combination of strategies tailored specifically to your investment goals.

Our strategies can be combined into a customized Asset Allocation Portfolio that meets your investment objectives. Each strategy requires its own, separate account. We offer investment services to suit every need, from the most conservative strategy to the most aggressive. We look forward to working with you to meet your investment needs.

MTA Index Investment Service
Our MTA Index Investment Service employs a trend-following strategy utilizing a variety of proprietary "buy" and "sell" signals applied to broad U.S. and international market index ETFs. The principal goal of these signal-driven investments is to capitalize on rising markets while avoiding losses during declining markets. This investment philosophy is at the core of all client portfolios. We advocate at least 50% of your assets be placed in a trend-following strategy as a way to provide portfolio protection during declining markets.

Nasdaq Composite Index Trends, 2005-2008 (as of 2/12/2008)

As seen in the "buy" and "sell" signals depicted in the chart above, we want to participate in all meaningful market moves, in either direction. The proprietary TimingCube model, which is one of our key investment inputs, does not seek to find the absolute tops or bottoms - no one can do so reliably and consistently - but aids us to identify changes in the broad market trend. Backtested to the beginning of 1989 the TimingCube model delivers a record of outstanding performance, correctly identifying the underlying trend of the market a phenomenal 72.4% of the time.

To learn more about our trend-following philosophy and investing style, please sign up to get our FREE REPORT.

To request actual performance data, please call 512-255-8722 or send an e-mail to info@markettrendadvisors.com.

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MTA World Index Investment Service
The MTA World Index Investment Service is similar to our MTA Index strategy except that it employs country-specific investments during rising markets and shorting broad market ETFs in down markets. Over time the relative strength of world markets changes as former leaders slow down and new ones emerge.

This aggressive strategy seeks to have us invested in the 5 strongest world markets by building a diversified portfolio from the international indexes with the highest relative strength. Portfolios following this strategy are rebalanced every 4 weeks. The MTA World Index strategy targets capital protection in down-trending markets by shorting broad market indexes such as the Nasdaq 100. It targets above-market gains in up-trending markets. The volatility of this strategy is not suitable for conservative investors; draw-downs usually reach 10% at some point during the year. The portfolio positions as of January 2008, as an example, are shown below:

ETF Name
Region/Sector
Ticker
iShares MSCI Hong Kong Index
Asia
EWH
iShares MSCI Malaysia Index
Asia
EWM
iShares MSCI South Korea Index
Asia
EWY
iShares MSCI Brazil Index
Latin America
EWZ
iShares MSCI India Index
Asia
INP


To request actual performance data, please call 512-255-8722 or send an e-mail to info@markettrendadvisors.com.

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MTA Sector Investment Service
The MTA Sector Investment Service builds a moderate, diversified portfolio through the investment in 10 of the strongest performing geographic and industry sector ETFs. The portfolio positions are rebalanced quarterly and reviewed monthly for potential changes and to identify sectors that are emerging as strong performers. Portfolios following the MTA Sector Investment Service may also hold bond funds, cash, or short positions in declining markets.

The MTA Sector Investment Service is a moderate risk strategy and seeks a favorable risk/reward balance under all market conditions.

To request actual performance data, please call 512-255-8722 or send an e-mail to info@markettrendadvisors.com.

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MTA Alta Vista Investment Service
The MTA Alta Vista investment strategy is a trend-following global tactical asset allocation strategy that incorporates timing mechanisms to target consistent 10%+ annual returns with less than 10% maximum drawdowns. The portfolio consists of allocations to stocks, bonds, commodities, and real estate with an additional rotating “go-anywhere” allocation that dynamically adjusts to markets and sectors showing relative strength.

To request actual performance data, please call 512-255-8722 or send an e-mail to info@markettrendadvisors.com.

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MTA Balanced Portfolio Investment Service
Most financial planners would suggest a mixed stock-bond portfolio that is rebalanced on a regular basis. Doing so forces an investor to buy low and sell high, at least to some degree. Our MTA Balanced Portfolio Service takes this popular approach to investing and makes it even better. Recognizing that stock and bond markets move in cycles and are exposed to occasional crashes, we manage the portfolio to avoid losses, protect capital, and deliver steady returns with minimal risk. This is a conservative strategy targeted at investors who want to capture some of the upside delivered by stocks without the risk typically inherent in traditional buy-and-hold stock investing. As much as 50% of the portfolio is invested in bond/income ETFs to help steady the return and keep volatility low.

To request actual performance data, please call 512-255-8722 or send an e-mail to info@markettrendadvisors.com.

Fees Schedule for the MTA Index, MTA World Index, MTA Sector, MTA Alta Vista and MTA Balanced Portfolio Investment Services:
  • Fees are 1.8% per annum of the first $1 million under management, payable monthly in arrears
  • For amounts greater than $1 million, the management fee is 1.3%
  • Minimum annual fee is $1,500
  • Recommended minimum account size is $75,000

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MTA Income Investment Service
The MTA Income Investment Service aims to deliver current income with low volatility. This is achieved by the use of a tactical asset allocation approach that invests in a variety of asset classes which may include investment-grade U.S. corporate bonds, high-yield U.S. corporate bonds, U.S. treasuries, mortgage-backed bonds, sovereign debt bonds (including emerging market bonds), real estate investment trusts, and oil and gas pipeline limited partnerships. The portfolio invests in these asset classes primarily through the use of ETFs and closed end funds (CEFs), and occasionally U.S.-listed large cap individual stocks that provide consistently high dividend yields. Portfolios are concentrated in 7-10 positions and are diversified across asset classes. Common stocks are limited to 33% of the total portfolio value and individual positions typically do not exceed 15% of the total portfolio value. The MTA Income Investment Service is a conservative strategy and is suitable for investors seeking current income and/or capital preservation. This strategy is an alternative to other income strategies or as an alternative to a diversified bond or bond fund portfolio.

The MTA Income provides downside protection through the use of tactical asset allocation whereby the portfolio increases its cash allocation when weakness is detected in any individual asset class and is therefore suitable for all market conditions. As a result, it is not uncommon for the portfolio cash allocation to, at times, exceed 50%. The portfolio does not employ short positions, leverage, or margin.

To request actual performance data, please call 512-255-8722 or send an e-mail to info@markettrendadvisors.com.

Fees Schedule for the MTA Income Investment Service:
  • Fees are 1.0% per annum of the first $1 million under management, payable monthly in arrears
  • For amounts greater than $1 million, the management fee is 0.75%
  • Minimum annual fee is $500
  • Recommended minimum account size is $50,000

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MTA Turbo Trading Investment Service
The MTA Turbo Trading strategy offers an active trading system for aggressive investors. Based on the Nasdaq 100 Index, the trading system toggles between long or short Nasdaq 100 ETF positions. Stock market volatility drives the frequency of the trading. Thus, when markets are unsettled and volatile, trades can come as often as every couple of days. When markets are in low volatility trending periods, relatively few trades occur. In over ten years of model testing, the Turbo Model has never delivered a losing year. It will perform most powerfully during weak bear market periods, while also offering solid performance during uptrending bull markets. To avoid issues inherent in active trading, we trade using approximately half of the account value, investing in 2x leveraged ETFs to provide a proxy for a full account position.

To request actual performance data, please call 512-255-8722 or send an e-mail to info@markettrendadvisors.com.

Fees Schedule for the MTA Turbo Trading Investment Service:
  • Fees are 1.8% per annum of the first $1 million under management, payable monthly in arrears
  • For amounts greater than $1 million, the management fee is 1.3%
  • Minimum annual fee is $500
  • Recommended minimum account size is $25,000

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Recommended reading:
To read a PDF file you need to install Adobe Acrobat Reader: Get Adobe Acrobat reader

MTA Investment Services Investment Services
  A 2-page summary of our services, fees and contact information.

MTA Strategies Overview MTA Strategies Overview

Advisor Brochure (ADV Part 2A) Advisor Brochure (ADV Part 2A)
  This document, required by the SEC, outlines our firm, its strategies, and related pertinent information.

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