WealthSentry Portfolio Management positions your investments for growth during accelerating long term markets and protection during declining long term markets. It takes expereince, analysis and research on an ongoing basis to accurately position your portfolio based on your personal goals and market conditions.

Our process includes Global Analysis, or what's really happening in the world, especially here in the U.S., the most powerful country in the world. What is happening or what fads will have an impact on investment direction.

Fundamental Analysis, or what happening with specific economic developments on a macro basis and what's happening with the investment itself on a micro basis and what the most likely outcome of the fundamentals are on the longer term outcome of the security is.

Technical Analysis, or when is the proper time to make the move into or out of a security, group of securities or certain sectors. Even though something might be happening such as inflation on a broad level or a good or bad earnings announcement on an individual secuity level, the market may or may not make it a good time to own or sell the underlying investment. That may happen immediately, in the next few days or weeks or never. Proper Technical analysis will tell you the best time to buy, sell or hold.

The WEALTHSENTRY REPORT: Each day, Monday through Friday, you will receive a brief update on my analysis of the markets, what going on and why. It may be brief or it may be long but you will be up to date. There are very few if any financial advisors, wealth managers or investment managers that give you as up to date information as AtlanticMidwest Investment Research. Then again, there is only one place in the entire world to get the WealthSentry - here, with us!

PARTNERING WITH LEADING ASSET MANAGERS FOR YOUR SUCCESS

Zacks Investment Research

Zacks Investment Research is a Chicago-based research and money management firm founded in 1978 to provide institutional investors with quantitative models designed to predict stock prices for US companies. The product line has expanded over the years to provide a wide range of investment-related information services and software tools to individual investors.

Methodology

Zacks Stock Rating System: Zacks offers two rating systems that take into account investors' holding horizons: Zacks Rank and Zacks Recommendation. Each provides valuable insights into the future profitability of the stock and can be used separately or in combination with each other depending on your investment style.

The Zacks Recommendation aims to predict performance over the next 6 to 12 months. The foundation for the quantitatively determined Zacks Recommendation is trends in the company's estimate revisions and earnings outlook. The Zacks Recommendation is broken down into 3 Levels; Outperform, Neutral and Underperform. Unlike many Wall Street firms, we have an excellent balance between the number of Outperform and Neutral recommendations. Our team of 70 analysts are fully versed in the benefits of earnings estimate revisions and how that is harnessed through the Zacks quantitative rating system. But we have given our analysts the ability to override the Zacks Recommendation for the 1200 stocks that they follow. The reason for the analyst over-rides is that there are often factors such as valuation, industry conditions and management effectiveness that a trained investment professional can spot better than a quantitative model.

The Zacks Rank is our short-term rating system that is most effective over the one- to three-month holding horizon. The underlying driver for the quantitatively-determined Zacks Rank is the same as the Zacks Recommendation, and reflects trends in earnings estimate revisions.

The Zacks Style Score is as a complementary indicator to the Zacks rating system, giving investors a way to focus on the highest rated stocks that best fit their own stock picking preferences.

Academic research has proven that stocks with the best Value, Growth and Momentum characteristics outperform the market. The Zacks Style Scores rate stocks on each of these individual styles and assigns a rating of A, B, C, D and F. We also produce the VGM Score (V for Value, G for Growth and M for Momentum), which combines the weighted average of the individual Style Scores into one score. This is perfectly suited for those who want their stocks to have the best scores across the board.

Coverage

A staff of 70 analysts provide continuous coverage for a universe of approximately 1,200 US and Canadian traded stocks and NYSE traded ADRs. The universe includes the S&P 500 and approximately 700 of the next largest market cap and widely held stocks. Analysts are organized by industry, which gives them keen insight to developments that affect company profits and stock performance. An additional 3,000 stocks are covered by Zacks Rating System and generate model-driven snapshot research reports.

Due to our arrangement utilizing Zacks from their various outlets and combining that with WealthSentry Asset Management we are able to provide our clients with discounts and savings which is generally not available through an other method.

With more than 20 years of experience in investment management, we work to help you take advantage of growth and preserve value so you can live stress free and enjoy the life you want to live

WealthSentry is only available to Private Reserve Clients and certain qualifying Preferred Clients. Learn more by speaking to one of our specialists.