The AAII Baltimore Chapter presents...

"Understanding Tactical Asset Allocation"

    Discussed by:

    Kenneth Solow, CFP, CLU, ChFC
    Chief Investment Officer, Senior Partner, Pinnacle Advisory Group

Ken Solow will examine problems with traditional methods of portfolio construction based on modern portfolio theory and present an alternative approach using Pinnacle Advisory Group’s method of tactical asset allocation. The presentation will include determining value, how to generate excess returns, and team organization to succeed in today’s volatile market.

Attend This Meeting and Learn...
About the serious weaknesses of modern portfolio theory, particularly in a bear market
Three ways to determine investment value
What tactical asset allocation is and is not, contrary to the financial media’s description

Saturday, May 12, 2012
9:40 a.m.    Registration/Social
10:00 a.m.    Program
11:30 a.m. – 12:00 p.m.    Q&A
Brooklyn Park Library Branch
1 East 11th Ave.
Baltimore, MD
[ Map This Location ]
In Advance—Register/RSVP online & pay at the door (by 5/9)
Everyone price: $5 by 5/9
Everyone price: $7 after 5/9
Register at and bring payment to the meeting.
To ensure proper seating for the group, all members
are strongly encouraged to RSVP in advance.
At the Door
Everyone price: $10
No Refunds

RSVP Online

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