05/25/2011 // New York, NY, USA // Kalen // Covestor
Mirrored Investing Firm Adds Eagle Model to Its Investment Model Line Up
NEW YORK and SAN FRANCISCO-(WiredPRNews.com) Green Valley Wealth Advisors today launched its “Eagle” Model on Covestor (http://covestor.com), which enables people to replicate the trading strategies of proven investors. Covestor brings the type of investing expertise once reserved for the uber-wealthy to everyday investors. Covestor customers can invest in Green Valley’s model for only $5,000. Green Valley’s advisory clients must have a minimum account size of $250,000 to work with the company directly.
“Covestor provides us with a way to offer our investment strategies to more retail investors,” said Eric Linser, Chief Investment Officer of Green Valley, a registered investment advisor. “Being on the Covestor platform helps build our brand; while sharing our time-tested strategy with more people.”
Using a disciplined investment approach, the Eagle model is designed to be a low turnover, tax-efficient portfolio geared toward capital appreciation. The model manager seeks out undervalued, growing companies.
“We don’t buy overvalued stocks and we won’t fall in love with companies,” Linser said. “Our disciplined approach shows there is a fundamental theory to investment that can be quantitatively analyzed to avoid decision errors and behavioral biases.”
Green Valley’s investment strategy has been tested for more than a decade using this approach, Linser said.
“Covestor is democratizing investing,” said Perry Blacher, the company’s CEO. “No longer do people need to be millionaires to have access to proven investment strategies.”
Covestor allows its clients to automatically mirror the trades of individual and professional investors, managing their own money in their own accounts. All securities are purchased in the client’s name and held in custody at an independent broker-dealer. Covestor uses a combination of proprietary and institutional systems to capture and mirror trades for near-real time execution. The company uses industry standard software to generate its performance results.
Covestor is an investment advisor registered with the US Securities and Exchange Commission under the Investment Advisors Act of 1940. Additional information can be accessed directly from our Form ADV document, available at www.covestor.com.
It should not be assumed that any information discussed herein will prove to be profitable or that decisions in the future will be profitable or provide similar results. While Covestor does provide limited investment advice to its clients, the content herein is provided as general and impersonalized investment information and is not a recommendation or solicitation to buy or sell any security or subscribe to any particular investment model. Please take appropriate professional advice in any investment decisions.
About Green Valley
Green Valley Wealth Advisors is an independent fee-only registered investment advisor that provides tailored wealth management services designed to meet the unique needs of high net worth individuals, their families and their businesses. The company also provides investment counseling services with a focus on asset allocation, security selection, as well as continual monitoring and rebalancing as appropriate.
Prior to founding the San Francisco-based investment advisory practice, Linser was a financial advisor with Merrill Lynch, Wells Fargo and other firms. He is a Chartered Financial Analyst and has been actively involved in investment management, research, and providing financial advice since 1990. Additional information on the company is available at: http://www.gvwealth.com
This press release does not constitute and is not intended to constitute an offer or solicitation for an investment in any of Green Valley Wealth Advisors’ investment portfolios, including the portfolios mentioned herein.
Media Contact: Kalen Holliday, Covestor Public Relations
866-825-3005 x707 firstname.lastname@example.org
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