We Are Honored!

Dear Clients — We thank you for allowing us to be your trusted advisor for the past 25+ years, now in:

  • 26 states and
  • 4 countries, serving
  • Fortune 400 Executives,
  • Large & Small Business Owners,
  • Legal & Medical Professionals,
  • Non-Profit Servants,
  • Farmers & Ranchers , and
  • Dedicated Family Investors

As a result of introductions made by satisfied clients, Sterneck Capital’s footprint is vast. With team members located across 6 states, we are honored to be your trusted advisor and dedicate ourselves to ongoing client-centric excellence.

Know someone who may value our expertise in a state we are not yet servicing?  Let us know, we may be able to change that.

Empowered Women & Their Well Being – Educational Event

An educational and social event just for the ladies is planned for Tuesday, October 25th, 2016!  

Enrich your nutrition, health and financial stability.  Join us from 5pm – 7pm for an interactive evening with author Joan O’Keefe, and registered investment advisors Laura Greenbaum and Robin Sterneck. 

The 5 Pillars of Well-Being will be highlighted with specific focus on dietary and financial awareness tools.  Enjoy appetizers and cocktails while learning how to become empowered to age gracefully, invest intelligently and live vibrantly.     

Please RSVP by emailing info@sterneckcapital.com or calling our office at 816-531-2254.

click-here-for-empowered-women-well-being-event-invite

 

Sterneck Capital’s Latest Non-Correlation Option: AQR Equity Market Neutral Fund

As we continue a conscious pursuit of non-correlation within investment portfolios, we have recently added a new position broadly across numerous accounts.

AQR Equity Market Neutral Fund

Designed as a market neutral strategy, AQR Equity Market Neutral Fund (QMNIX), seeks to achieve positive rates of return over a full market cycle, regardless of the conditions or direction of the general market. The fund intentionally seeks to position itself in both long and short equity and equity like positions, to remain as un-correlated as possible to global equity markets. QMNIX is able to achieve this by looking globally at broad asset allocations and security selections by using three criteria:

  • Value indicators to identify investments that appear under-valued based on systematic fundamental metrics.
  • Momentum indicators to identify emerging directional trends, both positive and negative.
  • Quality indicators to identify stable companies with profitability and stable earnings.

Using value, momentum and quality metrics, the fund individually scores a large universe of stocks, then buys the top decile, and shorts the bottom decile. This long-short, market neutral strategy is the source of non-correlation. But, their systematic approach is a very different than most fundamentally driven long-short funds. It is the systematic nature of their process that removes impact of manager discretion and allows true non-correlation to emerge.

For details, see AQR Equity Market Neutral Fund Fact Sheet @ https://funds.aqr.com/~/media/files/fact-sheets/emnmfi.pdf

Weathering The Storm: Observing Non-Correlation

Last month’s newsletter previewed our Non-Correlation Strategy, which pursues investments that behave independent of the traditional asset classes such as stocks, bonds, and real estate.  The market volatility in August and September provided a useful stress test for the strategy.  Despite the domestic market being down nearly 11% toward the end of August, our no-correlated strategy performed as expected.   Review the linked analysis to review the encouraging results:

August-Sept 2015 Analysis Updated10192015

Cocktails & Non-Correlation Event August 6th

Join us Thursday, August 6th from 5:30pm-7:30pm to hear from our Portfolio Managers on the importance of non-correlation in a rising environment. 

Signature drinks  will be served while we speak on the timeliness of non-correlation within investment portfolios, a topic of great interest to us as we seek to insulate portfolios from market risk while compounding capital at meaningful rates.

We believe our insight on this topic is unique within the industry, thus we are eager to share.

 Please RSVP by emailing info@sterneckcapital.com or calling our office at 816-531-2254.

 Click Here for Invite

 

Class Action Litigation Option

We are pleased to announce the rollout of a class action filing service for our clients.  Sterneck Capital will coordinate with Chicago Clearing Corporation (CCC) to automatically submit for all class action settlements resulting from the securities under SCM’s management.

This service is provided as a courtesy by Sterneck Capital, however Chicago Clearing Corporation operates on a 15% contingency fee.

Upon opting into services, CCC will:

  •  Monitor class action litigation
  • Automatically file for class action settlements
  • Deposit settlements into the TD Ameritrade account which held the form to info@sterneckcapital.com.

Print and submit the Class Action Opt-In form via fax @ 816.268.2239; or email it to info@sterneckcapital.com.

Class Action Opt In Web Form

We are committed to delivering a high-quality client experience reflective of Sterneck’s core values. We trust this expanded service will be illustrative of our commitment.

Quarterly Investor Calls

Contact-Us   Calling All Clients — To Call In…

Sterneck Capital Management clients & business partners are invited to attend Quarterly Investor Calls hosted by Frank Sterneck & our Portfolio Management Team.

Macro themes will include:

  • Commentary on the prior quarter’s market performance
  • Commentary on Sterneck Capital performance
  • Insights on current industry activity
  • Sterneck Capital firm updates

2015 Calls will be held @ 10am CST on the following dates:

  • January 23, 2015
  • April 23, 2015
  • July 24, 2015
  • October 23, 2015

Register by using the “Contact Us” feature on the web, emailing info@sterneckcapital.com or calling 816-531-2254.        

 

 

2014 1Q Client Newsletter

With great excitement we introduce to you this new communication vehicle to keep clients informed and educated.  Check out your first Quarterly Client Newsletter and let us know what you think!

Topics in this edition:

  • 2014 1Q Market Commentary
  • 2014 Taxes – A Bigger Bite impacting the affluent
  • Sources of Risk – Managing It All For You
  • Charitable Donation Options – Living to Give
  • Update from Frank – Growth & Firm Enhancements

2014 1Q Newsletter