February 2006
Powis Capital Management, LLC
Message from the President and CEO
The mission of Powis Capital Management, LLC is very straightforward. We strive to produce investment returns that exceed the major benchmark indexes of the Dow Jones, S&P, and NASDAQ. We do this by appropriate management of risk while purchasing equities and bond funds that meet only our strictest performance criteria. Since 2002, our portfolios have DOUBLED in value. Over that same time period these indexes have averaged a gain of approximately 20%. Our performance has been FIVE times that of the indexes. Impressive stuff I must admit.
Unlike stockbrokers and others whose livelihood depends on commissions, we at Powis are money managers committed to helping you with devising tax-advantaged ways to increase your net worth. It's not about buying and selling stocks. It's about us doing our "homework" and selecting equities that have the potential to grow in value at least 50% from current levels. Whether its retirement or estate planning, portfolio management, or picking the right college savings program, our solutions are custom designed to fit your investment objectives and risk tolerance.
As 2006 evolves I expect our portfolios to continue to outperform the major indexes. Call me for a free portfolio consultation today.
Sincerely,
Chris McClave, President & CEO
Powis Capital Management, LLC
Bus (954) 701-3097
Fax (954) 752-8617
E-mail: chrism@myacc.net
Christopher (Chris) McClave, is the President and CEO of Powis Capital Management, LLC. Mr. McClave has successfully managed investment portfolios for almost 5 years. His background spans various industries to include hospital/healthcare management, pharmaceutical sales & marketing, and the securities brokerage industry. Chris has developed investment strategies that use an asset allocation model to reduce risk, diversify holdings, and maximize portfolio returns. He is an active member of the Sunrise Chamber of Commerce, the ALS (Lou Gehrig's Disease) Association, and the National Association of Insurance and Financial Advisors (NAIFA), Broward Chapter. Mr. McClave holds a Master's Degree from George Washington University in Hospital Administration and holds NASD Series 7 and 66 securities licenses. Additionally he has a Florida Life/Health/Variable Annuity license. He is a Registered Investment Advisor in the state of Florida.