Cherry Client One On One New
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Transcript of Cherry Client One On One New
2©2009 Cherry, Inc. ALL RIGHTS RESERVED.
An education and training firm providing clients with subscription-based, self-service
education and access to model trading portfolios via our proprietary platform,
CherrySelect™.
An SEC registered investment advisory firm
providing fee-based services for clients.
A portfolio management company providing and managing investment portfolios based upon a proprietary technology platform.
A Cherry company providing insurance products and solutions.
A company focused on developing innovative technology solutions, such as
the CherrySelect™ platform.
3©2009 Cherry, Inc. ALL RIGHTS RESERVED.
5©2009 Cherry, Inc. ALL RIGHTS RESERVED.
6©2009 Cherry, Inc. ALL RIGHTS RESERVED.
7©2009 Cherry, Inc. ALL RIGHTS RESERVED.
8©2009 Cherry, Inc. ALL RIGHTS RESERVED.
9©2009 Cherry, Inc. ALL RIGHTS RESERVED.
• Financial Education• Active Money Management
1.CherrySelect™, Self-Directed Platform2.Cherry Investment Advisors
• Cherry Insurance Advisors
10©2009 Cherry, Inc. ALL RIGHTS RESERVED.
A. Build A Financial Foundation
B. Establish An Accumulation Plan
C. Understand Investment and Preservation Concepts
11©2009 Cherry, Inc. ALL RIGHTS RESERVED.
• Proper Asset Diversification (The Rule of 100)
• Appropriate Active Asset Allocation
12©2009 Cherry, Inc. ALL RIGHTS RESERVED.
13©2009 Cherry, Inc. ALL RIGHTS RESERVED.
14©2009 Cherry, Inc. ALL RIGHTS RESERVED.
15©2009 Cherry, Inc. ALL RIGHTS RESERVED.
We Believe… • OCF is a window into the lifeblood of a company• OCF is similar to YOUR income minus expenses • OCF is a better indicator than Earnings Per Share
(EPS), PE RatiosBecause…
• Earnings are easier to manipulate than cash flow• OCF shows a full picture of business activities • OCF identifies “cash burn”
16©2009 Cherry, Inc. ALL RIGHTS RESERVED.
• OCF Methodology• Lower risk, lower cost, enhanced performance • Customize your own portfolios
• Access CherrySelect Model Portfolios
• Cherry Pick value-oriented companies• Eliminate “Enron, Lehman, etc.” types
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Investment Professional Support• Research Updates • Weekly Market Recap• Monthly Cherry INSIGHT
newsletter• Folio Investing
A client-focused broker/dealer
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• An SEC Registered Investment Advisor
• Offering the services of Professional Money Managers
• Cherry Investment Advisors DOES NOT:
• Personally Manage or
• “Hold” Client Assets
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$100,000 investment in 20 years = $649,420 more money!
Assets Annual Return
More Than $1 Million 10.8%
Less Than $1 Million 3.7%
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Fully Invested
10.28%Fully Invested Miss 10 Best Days
10.28% 7.93%Fully Invested Miss 10 Best Days Miss 10 Worst Days
10.28% 7.93% 13.88%
• 20% Loss Requires 25% Gain
• 30% Loss Requires 43% Gain
• 40% Loss Requires 67% Gain
• 50% Loss Requires 100% Gain
21©2009 Cherry, Inc. ALL RIGHTS RESERVED.
Asset Appreciation Through: •OCF Stock Screening Process OR•Positive Market Participation
Asset Preservation Through: •Value-based Stock Selection OR•Defensive Asset Allocation
22©2009 Cherry, Inc. ALL RIGHTS RESERVED.
23©2009 Cherry, Inc. ALL RIGHTS RESERVED.
• Financial Education• Active Money Management
1.CherrySelect™, Self-Directed Platform2.Cherry Investment Advisors
• Cherry Insurance Advisors
24©2009 Cherry, Inc. ALL RIGHTS RESERVED.
• We Collect Basic Financial Information• We Evaluate That Information • We Provide Recommendations For Your Consideration