MA National Conference 2015

The 2015 Mid Atlantic National Partner Conference was held at the beautiful, award winning Ojai Valley Inn and Spa, Ojai, California. John Evans, Executive Director of Janus Labs, “Ignited” conference attendees with his dynamic presentation, “WOW 2.0 Igniting Your Business and Your Life”. In our second keynote, Dr. Ben Sorensen of Optimum Associates taught us how to increase our energy endurance both for the task at hand and for our entire career journey. Many thanks to John, Ben, and all of our other speakers and sponsors, and thanks to our attendees, as always, for making it another great event. See you next year!



Mid Atlantic Welcomes Howard Capital Management

Howard Capital Management, Inc. (Howard CM), an SEC-Registered Investment Advisory firm, provides money management services for private clients, brokers, broker-dealers, and hedge funds.  The vision for Howard CM originated during the 1987 stock market crash.  With the opinion that incurring financially devastating losses due to market volatility is unnecessary, the firm initiated a plan to create a company with the main objective being to protect capital during market downturns.  After years of research, Howard CM developed a disciplined, systematic, and non-emotional method of investing designed to protect client assets during market declines.  In 2000-2002 as the market dropped, the firm reduced its clients’ exposure to stocks through its systematic method.  In 2008, Howard CM’s proprietary intermediate term indicator, the HCM-BuyLine®, again gave the company the signal to exit the stock market.  Consequently, the firm moved to the safety of the sidelines during much of the decline.  Offering professional money management since 1999, Howard CM has developed into an experienced money management firm with a proven track record.  As the firm continues to grow, it looks forward to using its systematic approach to assist with investment goals.

Compiled by Brian Lenz

Mid Atlantic Welcomes Symmetry Partners

Symmetry Partners LLC is an investment advisory firm registered with the Securities and Exchange Commission.  Sidestepping traditional investment approaches and looking instead to academia for investment insight, Glastonbury-based investment manager Symmetry Partners has built a thriving business providing portfolio management to individuals, retirement plans, and institutions.  The firm has steadily attracted attention and assets since its founding in 1994 by partnering with independent financial advisors looking for a client-focused, fee-based approach.  Symmetry’s focus on helping investors optimize return potential while mitigating risk has attracted advisors across the country who outsource investment management and back-end support functions to Symmetry.  The firm specializes in offering marketing, branding, technological, and operational support to advisors to help them gain visibility in their marketplace, increase efficiency, and maximize productivity so that they can effectively grow their businesses.

Compiled by Brian Lenz