Asbury Investment Management (AIM), a Registered Investment Advisor, utilizes a completely data-driven approach that focuses on delivering stock market-like returns with bond market-like risk. AIM’s investment methodologies are driven by Asbury Research, an independent research provider that has been providing professional and individual investors with quantitatively-driven market intelligence since 2005. Asbury Research is the creation of John Kosar, CMT, who began his career in the 1980s in the trading pits of the Chicago futures exchanges.
The initial idea to launch AIM came after years of John being asked by Asbury Research subscribers to manage their money for them. Our focus is to fulfil a common need of many older investors who find it necessary to participate in the stock market to produce a meaningful return, but can’t afford to live through the drawdowns like they could when they were younger.
All of our investment decisions are driven by facts (market data) rather than by our prognostications (guesses) of what might happen in the future. When the data changes, our investment choices change right with it. This approach allows us be much more agile in the market, and this added agility results in drastically reduced drawdowns during market declines.
Asbury Research’s primary Tactical model, the Correction Protection Model (CPM), helps AIM to determine when to be invested. CPM’s primary objective is to protect investor assets during stock market corrections but to otherwise remain invested, taking advantage of equity prices’ historical propensity to move higher over time. This wealth preservation tool was initially developed following the 2008 Financial Crisis, to protect investors from another similar market collapse.
Our processes have been developed to capture 75% of the upside of the S&P 500 while experiencing only 25% of the downside. In addition, we are designed to keep any drawdowns to the portfolio in the mid-single digits. Get stock like returns with bond like risk.
John Kosar, CMT
Chief Market Strategist
John is a managing principal and chief market strategist at Asbury Investment Management LLC. He has almost 40 years of experience and insight in analyzing and forecasting global financial markets.
John spent the first half of his career on the trading floor of the Chicago futures exchanges, where he had the opportunity to learn how the US financial markets work from the inside out. This experience, early in his career, became the foundation for his unique analysis, understanding of intermarket relationships, and global perspective.
John incorporates a diverse and comprehensive blend of technical and quantitative metrics that tend to be more intuitive and forward-looking than the typical Wall Street approach. John is a contributor to Forbes and is frequently quoted in the financial press in both the US and abroad including The Wall Street Journal, MarketWatch.com, Barron’s, Yahoo! Finance, CNBC.com, and Reuters.
He can regularly be seen on U.S. financial television including CNBC, Fox Business, and Bloomberg, and is a frequent speaker at financial seminars and events across the country presented by organizations including the Chartered Financial Analyst (CFA) Society, the National Association of Active Investment Managers (NAAIM), the CMT (Chartered Market Technician) Association, and the American Association of Individual Investors (AAII).
During his career he has been an analyst and trader for a number of prominent firms including Shearson American Express, NatWest Markets, Greenwich Capital Markets, and Deutsche Bank.
Ken Tomko CFA, CMT
Ken is a managing principal and portfolio manager at Asbury Investment Management LLC. Ken founded and has been a portfolio manager at Chicagoland investment advisory T2 Asset Management since 2013. Prior to founding T2, Ken spent nearly a decade as a professional trader.
He has been focused on financial markets since receiving his degree in Economics from Carnegie-Mellon University nearly 30 years ago. With rare training as a Chartered Market Technician ( CMT ), and a Chartered Financial Analyst ( CFA ), Ken brings a unique blend of skills to the construction of investment portfolios.
Jim Oswald, CFA
Jim has more than 25 years of professional investment management experience as a trader, portfolio manager and strategist during both up and down markets. He has managed multi-billion dollar institutional portfolios for Wells Fargo and The United Methodist Church Pension Fund, and stock and bond strategies for individual investors. He is a Chartered Financial Analyst (CFA) and earned a B.S. in Finance from DePaul University.
Originally published at https://www.investors.com/promoted-content/asbury-investment-management/asbury-investment-management-what-we-do/ on .