rocky mountain technical marketing, inc. © copyright rocky mountain technical marketing, inc. 2015...

Rocky Mountain Technical Marketing, Inc.

© Copyright Rocky Mountain Technical Marketing, Inc. 2015

Jeff Stollman

RMTM, Inc.

Customer Benefits of Φ-Funds™

RMTM, Inc.


Φ-Funds™ provide leveraged returns for investors seeking exposure to a particular index.

Φ-Funds™ technology support the construction of leveraged index products that do not need to reindex. - Because of this, they retain fidelity with the underlying index.

• If the index is up, Φ-Funds™ are up.

• If the index is down, Φ-Funds™ are down.

• If the index is unchanged, Φ-Funds™ are unchanged.

• This is true for any period of time, regardless of market volatility and the path that the underlying index has taken to get to where it is.

Φ-Funds™ are path independent.

RMTM, Inc.


Φ-Funds™ technology supports a wide variety of indices.

- Broad national market indices (e.g., DJI, S&P 500, NASDAQ, FTSE 100, CAC 40, DAX)

- Industry sector indices (e.g., financial, energy, manufacturing, transports, tech)

- Commodities (e.g., oil, gold, copper, corn, wheat)

- Currencies (e.g., USD, GBP, Euro, Yen)

- Custom indices (e.g., VIX implied volatility, HACK cybersecurity)

Φ-Funds™ support most investment preferences.

RMTM, Inc.


Φ-Funds™ construction supports various investment vehicles including:

- Exchange Traded Equity Funds

- Exchange Traded Commodity Funds

- Exchange Traded Notes

- Mutual Funds

- Closed-end Funds

- Pooled Accounts

- Hedge Funds

Φ-Funds™ offer unique benefits to a wide range of investors seeking to outperform the market over a medium or long term.

RMTM, Inc.


Investing Φ-Funds™ offer leverage (including inverse leverage) that allows

investors to earn better than market returns, without the risk of margin calls.

RMTM, Inc.


Purchasing Φ-Funds™ for investment can be useful for:

- Pension Funds

- Endowments

- Mutual Funds

- Closed-end Funds

- Retail Investors

- Individual IRA and 401(k) Accounts

- Pooled Accounts

- Hedge Funds

Investors with long planning horizons can use Φ-Funds™ to outperform the market, without concern for reindexing decay.

RMTM, Inc.


Retirement Fund Investing in declining markets Φ-Funds™ provide a unique feature to overcome a key limitation for IRA and

401(k) accounts. - Investments made using such accounts are restricted to investments for which

investors can lose more than their initial investment.

• This restriction prevents such accounts to take advantage of declining markets. They cannot sell short.

- But Φ-Funds™ affords them the opportunity to invest in leveraged index products with inverse leverage.

- Because Φ-Funds™ can be designed to never go to zero, they allow investors to take advantage of declining markets without violating the restrictions of their investment account.

In the worst of times, losses from Φ-Funds™ will never exceed the amount invested.

RMTM, Inc.


Hedging Φ-Funds™ can provide a low-cost hedge for long-term investors who

seek to hedge their position for periods longer than the reindexing period of current leveraged index products.

RMTM, Inc.


Purchasing Φ-Funds™ for hedging can be useful for:

- pension funds

- endowments

- mutual funds

- pooled accounts

- retail investors

- hedge funds

- speculators

Φ-Funds™ enable medium and long term hedges without time decay.

RMTM, Inc.


Q & A

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