Finally, with aggregate growth in the US (Real GDP) seemingly stuck at 1.5% - 2.0%, we will likely need to continue our more active strategy of taking profits where individual issues appear over-bought and rolling into issues that appear over-sold. In such an anemic environment for growth, holding on to over-bought securities awaiting underlying valuations to catch up usually necessitates intolerably long periods of underperformance in those specific issues.
As always, please feel free to contact us if you have any questions or if you need to schedule an appointment to discuss your account or financial plan with us. This is particularly important if you have experienced a big change in your life recently (got married, retired, changed employment, bought/sold a business, etc.).
2015 Form ADV Notice and Offering – the firm’s 2015 amended Form ADV Part 1 & Part 2 filings with the State of Colorado Division of Securities and other regulatory bodies were filed timely 03/15/2016 and amended 06/09/2016. If you would like a copy of this important disclosure document, please contact us at (303) 442-3670 or firstname.lastname@example.org and we will be happy to deliver it to you at no charge.
Mark P. Culver
Culver Investment Company, LLC
360 Interlocken Blvd
Broomfield, CO 80021
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Investment advisory and financial planning services offered through Culver Investment Company, LLC, a Registered Investment Adviser registered with the US
Securities Exchange Commission.
Securities offered through ValMark Securities, Inc. Member FINRA, SIPC.
130 Springside Drive, Suite 300, Akron, OH 44222-2431 1-800-765-5201
Culver Investment Company, LLC, Culver Retirement Services, Inc. and Culver Insurance Services, LLC are separate entities from ValMark Securities, Inc.