Are you more than a little worried about where the markets are heading?

If you are, and you don’t have millions on the line (that’s most of us) then I’m going to jump ahead and tell you now about three investment options from Purcell Advisory Services, out in Tacoma, Washington. I’m actively putting clients into their programs as I believe they offer an upside potential as the markets get more and more squirrely (if that’s a word) over the next several months.

Mindful that none of us should be making investment decisions based solely on past performance, it is nevertheless hard to ignore the results posted by a few of their programs, which not coincidentally, include alternative investments.

From an equity perspective, I want to draw your attention to the Gemini Growth and the Growth Plus options. These have been around for some six plus years, including the down years of 2008 and early 2009. You can find information summaries on Purcell’s website with numbers as of March 31, 2011. You can have them send you information directly or you can call or send me an email and I’ll make sure you get copies.

The Gemini Growth portfolio has an annualized return since the inception of the offering of 17.04%. This number is net of all fees. During the same period, the annualized return of the S&P500 is 3.54%

The Growth Plus portfolio, with a slightly different and longer time horizon, compares the S&P500 number of 4.94% with its annualized return, net of all fees, of 24.36%.

None of this is to say you will get similar numbers going forward. But these programs have achieved these numbers by incorporating what I call “alternative investments” into the portfolio.

On the bond side of the aisle, they offer a program called Dynamic US Government Bond. The measuring stick for this program is the Barclays 25+ Year Treasury Bond index. Since the program inception, the annualized return for the Barclays index is 5.32%. Contrast this with the annualized return, again net of all fees, of the Dynamic US Government Bond program of 14.42%. Again, there is no assurance anyone entering the program today will achieve these numbers.

But there is an argument to be made for the inclusion of alternative investments in your portfolio. If you think interest rates are going to go up sooner or later, knowing that when they do your bond holdings will shrink in value, then you should have some of your bond money here.

Florida Wealth Advisors, LLC has a contractual relationship with Purcell Advisory Services, LLC. There are no strings attached if you want to have a conversation with us about this option. In the meantime, go to their website and look around and see if you don’t get the same comfort level with their approach that I do. Click here to see what I mean…