Third Party Verification

CAM is proud of the company’s commitment to transparency.  Since opening in 2005, CAM has presented the fund’s growth in a forthright, verifiable manner.  In June 2008, CAM increased its transparency by retaining the services of TimerTrac to provide an independent third party verification system.  The company’s fund, known as Custodio Absolute Return, can be found on page 4 on the TimerTrac link http://www.timertrac.com/Public/SignalList.aspx.  

Below is a current TimerTrac report regarding the CAM fund.  The year-to-date gains of the CAM  fund now stand at + 23.871 while the gain since CAM began operations is a remarkable + 179.73% (see charts below article).  As reported by TimerTrac, the gain since 06-16-08 stands at +14.9% (see chart immediately below). 

In addition to TimerTrac, CAM reports to and is audited by the State of Maryland Division of Securities.  A recent audit was completed in November of 2008. 

Individual accounts with Rydex also serve as a means of verification and are available to any prospective investor.  Investor funds are deposited with Rydex in the investor’s individual account with a unique access code.  To get up-to-the-minute account information, investors may access these accounts 24/7. 

The TimerTrac mission statement is simply stated, “Market timing professionals turn to TimerTrac.com for authoritative third party verification of their work.”  TimerTrac is the investor’s link to market timing and active asset managers.  The company currently tracks more than 680 timing strategies.  TimerTrac asset classes include growth stocks, mid-cap stocks, small-cap stocks, high yield bonds, treasury bonds, precious metals stocks and many more including leveraged and unleveraged assets.

Fees for TimerTrac third party verification are paid by CAM.

CAM has been dedicated to transparency since Ace and Almond Custodio opened their doors in October 2005.  If investors and regulators had insisted on this level of transparency from Bernard Madoff, a 50 billion dollar Ponzi scheme would have been prevented.

CAM is proud of its tradition for reliable reporting and will continue to post weekly results.  All client queries are welcome at info@Camtrading.com or call 410-988-2511.    

 

 

CEO Comment 12-23-08

CEO Comment

As 2008 winds down, CAM is pleased to post our year-to-date gains which now stand at +23.871% and our three year portfolio growth, which stands at +179.73%.  In light of the economic climate and the Madoff scandal, many prospective clients question our amazing gains.  Our reports are accurate and verified.  I personally welcome any and all inquiries at info@Camtrading.com.

This morning, the media is all over the lack of transparency and the lack of forthright reporting by recipients of the public’s money invested in various bailouts of financial and insurance companies.  The media is appalled by the continued bonuses awarded to executives who have taken public money to continue their existence.  We ask quite simply, “what has changed?  Where are the provisions for oversight?” 

 We urge the public to insist on oversight, accountability and transparency.  The public’s money should be respected and the public has a right to know how it is being invested.

At CAM, we treat every investment as if it was a public entrustment.  We insist that clients have complete 24/7 access to their accounts.  We believe our clients are entitled to know how and when their money is invested.

While we only engage the indices between 160 and 180 days per year, our strategy works and I welcome any and all inquiries.  I understand the basis for skepticism, but be assured, CAM is here for its clients.  As always, we appreciate their support and know they appreciate our efforts today more than ever.

Happy Holiday!

Ace Cusotodio, CEO Custodio Asset Management

info@Camtrading.com

410-988-2511   

 

401(k) – Woes Continue

401(k) Troubles                                           info@Camtrading.com

When rock-solid companies like FedEx halt their contributions to employee 401(k)s, a red flag goes up.  At a time when most Americans have anxiously watched their savings and retirement funds dwindle, major companies are scrutinizing their abilities to continue supplemental contributions.  Motorola, Kodak, General Motors and Resorts International are just a few of the companies already pulling back from previous contribution policies. 

Many Americans are bearing up to the reality that retirement is further away than anticipated.  Many 401(k)s have lost 30 – 40 % of their value and now companies are unable to continue their contributions.  If there was ever a time to re-visit your investment strategy and your 401k options, this is it.

CAM is aware of the pain and concerns many investors are feeling.  The company stands ready to help.  For information about the CAM investment strategy that has produced a three year gain of +176% (net of fees) and a 2008 year-to-date gain of more than 23% (net of fees) please contact the company at info@Camtading.com or by telephone at 410-988-2511.

December Newsletter

As Almond and I look back on a turbulent 2008, and as we look forward to 2009, we expect another year of change, transition, and opportunity.  We are especially pleased that CAM’s portfolio overcame a rocky start in January and that our strategy proved accurate. Altogether, the CAM portfolio grew by +23.871% (net of fees) in 2008.  In an investment climate filled with monumental failures from individuals and corporations, Wall Street’s greed and ensuing outrage, and the biggest fraud case in history, we are proud of our accomplishments.  

As we wind down for the year, we encourage our clients to visit their accounts and consider their increased wealth.  Despite some setbacks in January, June, September and October, we kept working diligently, and our clients have benefited.  Much to our delight, many of you responded with numerous institutional and individual referrals that have more than doubled our client base.  Thank you!

While the sudden shift in volatility and psychology in the marketplace made for a few bumps in the road, hard work and vigilance has enabled CAM to quickly recognize the market trends and adjust our strategy.  Our proprietary system was designed with flexibility and quick response in mind, and we’ve made use of those facets many times over the year.  Those efforts resulted in a rewarding and positive year-end performance.

Looking ahead, 2009 presents an even bigger challenge for legitimate investment professionals.  Earning back the public’s trust after the Bernie Madoff scandal and the Wall Street failures will take even more rigorous oversight and increased customer service.  The Madoff scandal was dubbed as the largest Ponzi scheme ever committed.  He is accused of defrauding investors of more than $50 Billion.  Madoff bypassed all investor safeguards, including being an SEC insider, and directed client funds through a broker/dealer that he owned.  Basically, Madoff used his investment advisory firm to produce fictitious reports that were distributed to clients.  Each day more fallout from the scheme unravels, and those of us who operate openly and legally are left holding the bag.

Our clients have reacted to this scheme with shock.  Many of our clients have expressed their gratitude for CAM’s open policies and business practices, but a few prospective clients have been suspicious of our returns.  Given the current market environment, we understand this reaction.  We also know that it is hard to believe that a little-known firm from Columbia, Maryland has beaten the market 3 years in a row (generating a three-year gain of +179.729%, (net of fees) while Wall Street’s biggest firms struggle to stay afloat.  
Almond and I are happy to set the record straight.  We are not “too good to be true”, and we welcome the opportunity to verify our legitimacy and the gains produced for our clients.  CAM has had negative performing months in the past.  Regrettably, it happens to everyone.

CAM’s commitment to complete transparency demands an accurate record of gains and losses, and our figures are posted each week for your inspection.  

At CAM, we feel very fortunate to have been independently audited by the State of Maryland Division of Securities. In light of the Madoff scandal, we could not be happier as it exonerates us from the shadow of corruption that has been cast over the financial industry.  CAM never handles client funds directly because they are held at Rydex Investments, an independent financial firm with over $12 Billion of assets under management.  In addition to security measures at Rydex, the SIPC insures against loss due to institutional failure for up to $500,000 per account.

We hope our policies and the results of the Division of Securities audit ease concerns for prospective clients.  We regret that our achievements are confronted with skepticism, but we are also honored that we can serve our clients so well when our services are needed most.  We have experienced remarkable growth in the past 6 months, and CAM stands ready to assist even more clients who wish to reach their financial goals.

We extend our thanks to all of our existing clients for their loyalty and assure you that our commitment to you remains the same: exceptional service and open communication.  To those who are interested in the benefits CAM can provide, our transparent and forthright doors are open.  Ecce signum–behold the proof–because we are ready to lay it all out for you!

We look forward to an exciting 2009 and wish all a truly Happy Holiday Season.   

Respectfully,

 

Ace Custodio

Almond Custodio

 

CEO Report 12-16-08

On Good Morning America today, Mort Zuckerman talked openly about the disastrous Madoff investment scandal.  Zuckerman, whose charitable fund lost more than 30 million dollars in history’s biggest investment fraud, was shocked.

In offering sage investment advice, the highly regarded Zuckerman stressed the need for diversity and transparency, two main ingredients in the CAM investment strategy.  At CAM, each investor has their own investment account with 24/7 secure access.  There are no front-load fees and no exit fees. 

CAM is not a buy-and-hold strategy and offers more traditional portfolios the diversification they need to stay on top of market trends.  As of 12-12-08, the Custodio Asset Management Fund stands at +22.405% year-to-date net of fees.  At a time when Goldman Sachs has just announced a 2 billion dollar loss for the 4^th quarter and the S&P year-to-date stands at -40.088% and NASDAQ-100 stands at -42.125%, CAM continues to build client wealth.

Since October, 2005, the portfolio gains now stands at +176.418%.  If you know a more successful fund, CAM would like to hear about it. 

In light of the Madoff scandal, CAM would like to notify all current and future investors that the company has several anti-fraud systems, including insurance against losses due to fraudulent activity through The Hartford Insurance Company.

The company never handles investor funds directly as all deposits are made directly to the individual investor’s Rydex account.  Withdrawals can only be executed by the investor.  Each investor has a separate Rydex account which is password protected.

On November 6, 2008, The State of Maryland Office of the Attorney General Securities Division audited Custodio Asset Management.  One conclusion of the unannounced audit was that the company is fraud-free and operates with integrity in all day-to-day operations.  It was also determined that the company is financially stable and that the firm produces genuine growth to client accounts. 

The Division of Securities audits more than 300 Maryland-based firms each year.  One auditor was so impressed that she opened an account and transferred funds from her Morgan Stanley Account to her new CAM account.

CAM’s institutional and retail business continues to grow.  To maintain the company’s uncomplicated and transparent process, CAM has streamlined and simplified their new account enrollment process.  The three step process includes opening an individual account through Rydex Investments, executing a limited power of attorney and gaining secure access to the individual’s new investment account. 

CAM encourages prospective investors who seek transparency, diversity and results to contact the company at info@Camtrading.com or by telephone at 410-988-2511.  

 

CAM Posts Another Gain

CEO Report 12-08-08

Custodio Asset Management CEO, Ace Custodio, praised CIS Almond Custodio, for his disciplined wealth management strategy.  For the week ending 12-05-08, CAM’s portfolio gain rose another +1.903% net of fees.  Through a series of solid investments, the 2008 year-to-date growth rose to +21.241% net of fees at a time when the S&P 500 has fallen to new lows at -40.337% and the Nasdaq 100 stands at a dismal -43.506%.

Since the company’s inception in October 2005, the investment portfolio’s limited exposure, maximum return strategy reached a new benchmark on December 5, 2008 at + 173.790% net of fees.  During the same period, the S&P stands at -28.706% and the Nasdaq 100 shows losses of -26.459%.

To accommodate the influx of new retail and institutional investors, CAM has refined its streamlined three step account origination process.  Details of this 24/7 easy-to-access, highly transparent process will be available on this site on Wednesday 12-10-08.

If you or someone you know would like information about CAM or its services, please contact the company at info@camtrading.com or by telephone at 1-410-988-2511. 

CAM + 19.338% YTD

CEO Report 12-01-08           

Custodio Asset Management CEO, Ace Custodio, reported a modest gain of  +0.100% for the week ending 11-28-08.  At the close of November, CAM year-to-date gains now stand at +19.338%.  Since the company was founded in October 2005, the portfolio gain has been a remarkable +169.491%. 

The “Can Do” approach continues to garner support from new individual and institutional investors.  With newly formed alliances with the West Financial Group (www.westfinancialgroup.com) and Blue Point Financial, CAM continues to expand the company’s client base.

New retail and institutional clients are encouraged to contact the company at info@camtrading.com or by calling 410-988-2511.