US International Retirement Planning

18/04/2025

Global Fixed Income & the dVAM Smarter Money Credit Strategy

Are you looking for safe and stable returns in the fixed income market without the rollercoaster of market volatility?

Discover the dVAM Smarter Money Credit P*P Fund, a sophisticated strategy available through the deVere Group, designed for investors prioritizing capital preservation and consistent growth.

This audio overview delves into how the dVAM Smarter Money Credit Fund, expertly managed by Coolabah Capital Investments (CCI), aims to deliver enhanced returns above cash by focusing on high-quality, investment-grade bonds. Learn how CCI's active management approach and proprietary quantitative methods identify mispriced opportunities in liquid credit markets, striving for low volatility and a stable investment experience.

Coolabah Capital Investments is recognized as a leading global active fixed-income manager with a strong track record of actively trading bonds, leveraging deep fundamental research and advanced quantitative analytics. The fund takes an interest rate neutral approach to minimize the impact of interest rate changes on performance.

If you're seeking a reliable alternative to cash that aims to outperform traditional savings rates with a focus on low risk, the dVAM Smarter Money Credit P*P Fund via Acuma and the deVere group, could be the ideal solution.

Ready to explore how this fund aligns with your financial goals?
Book a complimentary review with Adrian Rowles, Financial Advisor, today! ⁠Click here to schedule your personalized consultation⁠

Key Highlights:

Safety and Capital Preservation:
Focuses on high-quality, investment-grade bonds.

Enhanced Returns:
Aims to deliver returns 2% above cash.

Low Volatility:
Targets approximately 2-4% volatility.

Expert Management:
Managed by Coolabah Capital Investments (CCI), a leading global active fixed-income manager.

Active Strategy:
Leverages quantitative analysis and fundamental research to identify mispriced bonds.

Interest Rate Neutral:
Designed to minimize the impact of interest rate fluctuations.

Available via deVere Group.

Take the first step towards a more stable and rewarding investment journey. ⁠Book your review⁠ with Adrian Rowles now!
https://calendly.com/adrianrowles

28/05/2022

Everything You Need to Know About the Markets

ACTIONABLE IDEAS: What you need to know, why it’s important & how it will move the financial markets.

OUTPERFORM: We watch macro indicators to identify tactical opportunities across asset classes that can help you outperform.

SAVE TIME: Independent research that cuts through the noise & allows you to focus on what's moving the markets.

Stay ahead of the markets. Discover what’s driving the markets, what it means for all asset classes, and how to save time with actionable ideas and outperform.

In today’s financial markets time is money. This Report helps you save time by providing independent research that cuts through the noise and allows you to focus on where we are and what's moving the markets.

WHY READ THE REPORT?

• A macro “look back” at the most recent quarter will explain what factors drove the market’s performance.
• Important performance data for major asset classes and various indexes.
• A look ahead at the coming quarter including a general analysis of risks and opportunities.
We take complex macro-economic concepts and tell you:

1. What you need to know,
2. Why it’s important, and
3. How it will move markets.

DOWNLOAD your free Quarterly Financial Markets Report >>

https://rowles.lpages.co/quarterly-financial-report/

10/04/2022

DOWNLOAD your free Quarterly Financial Markets Report

I am happy to offer complimentary access to my Quarterly Financial Report to help you stay ahead of the markets. Discover what’s driving the markets, what it means for all asset classes, and how to save time with actionable ideas and outperform. In today’s financial markets time is money. This R...

23/12/2021

09/03/2021

Investment Real Estate, Buy-to-Let, Income producing properties, lifestyle, and 2nd homes.

Discover the professional approach to building wealth with property and learn more about how to benefit from additional tax advantages with an LLC.

70% LTV Financing and full property management are available.

Enjoy all the benefits, without any of the headaches!

Investment Real Estate, Buy-to-Let, Income producing properties, lifestyle, and 2nd homes. Discover the professional approach to building wealth with property and learn more about how to benefit from additional tax advantages with an LLC. 70% LTV Financing and full property management are available....

01/01/2021

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12/08/2019

Get your FREE "Residency & Citizenship" guide NOW Residency & Citizenship by Investment Visa Programme A second passport or permanent overseas residency is now the ultimate luxury item for high-net-worth individuals, this is backed up with a 45 per cent year-on-year jump in enquiries from individual

08/04/2017

We have moved. Please find me here: search FB and visit new site https://www.facebook.com/arfinancialadvisor

Retirement planning & asset management servicing non-resident US taxpayers & international professionals

26/07/2016