Welcome to Paul-Ellis Investment Associates

Sunday 20 May 2012

Key Features

Each of the portfolios managed by Paul-Ellis Investment Associates differentiates themselves from typical investments the two primary ways. First, they use a Sector Rotation style to select the strongest performing securities; the way that we determine which areas are strongest is via Relative Strength. Secondly they all have a defensive strategy for when their particular style is failing.

Sector Rotation – Markets and sectors rotate in and out of favor just as produce does in the supermarket. We utilize a logical, disciplined approach to select what is in season.

Relative Strength – Relative Strength is simply the continuous comparison of the performance of two or more investments. When an investment begins losing ground it systematically eliminates itself from the portfolio. Likewise when an investment gains ground it systematically adds itself to the portfolio.

Defense – Unfortunately there will always be periods of market chaos. By having a defensive Strategy we can preserve capital during these periods and have the confidence to invest the capital only when prudent.

Product Design

These Portfolios have been structured to provide complete clarity and transparency seldom associated with traditional investments.

Liquidity

New purchases will be accepted immediately
Liquidations require 15 calendar days advanced notice in writing
All redemptions will be available 5 business days after the 1st of the month following the redemption request

Transparency

Advisors will have access to the portfolio composition and values on a daily basis
Updates will be provided from sub-advisors monthly or upon request
Online updates through PEIA and Merrill Lynch

Merrill Lynch

Merrill Lynch will provide execution, clearing and custodial services to the portfolios
Merrill Lynch will provide online access and monthly reports

Information contained on this web site does not constitute an offer to sell, or a solicitation of an offer to buy shares of any Portfolio, nor shall any shares be offered or sold to any person in any jurisdiction in which such offer, solicitation, purchase, or sale would be unlawful under the securities laws of such jurisdiction.

Paul-Ellis Investment Associates is an independent and privately owned SEC Registered Investment Advisor and a member of V-Trader Pro LLC, a non-retail CBOE professional Broker-Dealer. We specialize in professional portfolio management as well as sub-advisory services to Institutional and International investors.

We understand the specialized needs of foreign and domestic investors so we take a personalized approach to business and pride ourselves on ethics and integrity. To find out if Paul-Ellis Investment Associates can help you, contact us at:

Paul-Ellis Investment Associates
1818 Market Street
18th Floor
Philadelphia , PA 19103
Office: 855-ASK-PEIA
info@paulellisllc.com

Our Mission

At Paul-Ellis Investment Associates, our purpose is to enable businesses and individuals to manage financial risk. We provide investment products and services tailored to meet the specific and ever-changing financial risk exposures facing our clients. We build value for our investors through the strength of our client satisfaction and by consistently producing superior performance results.