WizeVest

Introducing WIZEVEST!
Welcome to WizeVest!
Wizetrade is excited to
announce its newest product WizeVest - which is designed to
make your trading as easy
as possible.
WizeVest provides you with over
100 canned trading strategies that
allow you to configure a trading
solution based on your personal
investment goals.
Visit the new WizeVest website at www.mywizevest.com
WizeVest allows you to select one
trading strategy for your daily trading ideas, or you can select multiple strategies to create a “Portfolio of Strategies” (see
next page). Multiple strategies can provide you with a more diversified trading solution while also giving you the opportunity
to stay more fully invested—regardless of what the market is doing. You can even completely automate your trades using
the WizeVest Trade Processor.
A Message from Kipp Cohen
Vice President and Chief Equities Strategist, Wizetrade
Kipp Cohen here. I’ve spoken to many of you over the years and
I talked with you in my webinars. I want to explain this exciting
new product that Wizetrade is offering to investors and traders.
While we are proud of and continue to fully support the
Wizetrade products that we have provided for our Wizetrade
customers, we were very excited to jointly develop a new
product created to enhance your trading experience. This
product provides you with a unique ability to customize the
result of trading multiple trading strategies in the same account.
We were so impressed with this technology that we
co-developed a special version for our Wizetrade community
of investors.
The result is WizeVest. This mailer explains the product, why it’s
unique, and how you can engage it with a special introductory offer.
2| phone 888.313.0037
Special Limited Time Offer
As part of our introduction of WizeVest, we are making a special
offer to our Wizetrade community. Order by the deadline and get
WizeVest for a fraction of the retail cost.
And YES, you can try before you buy! Just log onto
www.mywizevest.com/freetrial and sign up for the free trial.
We’ll provide you with access to see WizeVest in action so you
can judge for yourself.
Kipp Cohen
VP & Chief Equities Strategist
Wizetrade
The Concept Behind WizeVest
WizeVest offers you multiple tools to help
you create a personalized trading solution.
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WizeVest includes over 100 mechanical trading strategies, which
allow you to evaluate them with just a few mouse clicks. These
trading strategies have been developed by advanced trading
experts over years of development and validation.
You can back test these trading strategies yourself with over
twelve years of historical data, and you can also target specific
historical time segments for evaluation. This allows you to analyze
any of the strategies on a particular market timeframe to see how
they perform in any market condition.
2
The Portfolio of Strategies Concept
While some WizeVest users may choose to concentrate on a
single strategy, you may want to use multiple strategies to
diversify your trading. On the top right you can see a simulated
equity curve for hypothetical Strategy 1, in which we note a period
where a significant loss was observed.
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Below that you can see two more equity curve simulations from
(hypothetical) Strategy 2 and (hypothetical) Strategy 3.
Strategy 2 also experienced a loss, but it occurred at a different
time. Strategy 3 ended up performing poorly.
The composite (hypothetical) equity curve illustrates the effect
of combining the 3 strategies together. Trading a Portfolio of
Strategies can offer diversification as well as a way to have more
of your account invested in the market at all times.
WizeVest makes it easy to experiment with different strategy
combinations. See the effect of combining two, three or more
strategies to see if a Portfolio of Strategies is right for you.
Composite
Average of the 3 curves
HYPOTHETICAL PERFORMANCE RESULTS HAVE MANY INHERENT LIMITATIONS,SOME OF WHICH ARE DESCRIBED BELOW. NO REPRESENTATION IS BEING MADE THAT ANY ACCOUNT
WILL OR IS LIKELY TO ACHIEVE PROFITS OR LOSSES SIMILAR TO THOSE SHOWN. IN FACT, THERE ARE FREQUENTLY SHARP DIFFERENCES BETWEEN HYPOTHETICAL PERFORMANCE
RESULTS AND THE ACTUAL RESULTS SUBSEQUENTLY ACHIEVED BY ANY PARTICULAR TRADING PROGRAM. ONE OF THE LIMITATIONS OF HYPOTHETICAL PERFORMANCE RESULTS
IS THAT THEY ARE GENERALLY PREPARED WITH THE BENEFIT OF HINDSIGHT. IN ADDITION, HYPOTHETICAL TRADING DOES NOT INVOLVE FINANCIAL RISK, AND NO HYPOTHETICAL
TRADING RECORD CAN COMPLETELY ACCOUNT FOR THE IMPACT OF FINANCIAL RISK IN ACTUAL TRADING. FOR EXAMPLE, THE ABILITY TO WITHSTAND LOSSES OR TO ADHERE TO A
PARTICULAR TRADING PROGRAM IN SPITE OF TRADING LOSSES ARE MATERIAL POINTS WHICH CAN ALSO ADVERSELY AFFECT ACTUAL TRADING RESULTS. THERE ARE NUMEROUS
OTHER FACTORS RELATED TO THE MARKETS IN GENERAL OR TO THE IMPLEMENTATION OF ANY SPECIFIC TRADING PROGRAM WHICH CANNOT BE FULLY ACCOUNTED FOR IN THE
PREPARATION OF HYPOTHETICAL PERFORMANCE RESULTS AND ALL OF WHICH CAN ADVERSELY AFFECT ACTUAL TRADING RESULTS.
All investment strategies have the potential for profit or loss and may not be suitable for all investors. Changes in investment strategies, contributions or
withdrawals may materially alter the performance, strategy and results of your strategies. Economic factors, market conditions, and investment strategies will
affect the performance of any strategy and there are no assurances that it will match or outperform any particular benchmark for measuring the performance of
an account. The possibility exists that you could sustain a loss of some or all of your initial investment, therefore, do not invest money you cannot afford to lose.
Diversification does not guarantee investment returns and does not eliminate the risk of loss.
www.mywizevest.com |3
Easy to Engage
and Designed to Help You Gain Confidence
WizeVest is designed to allow you to easily try your trading
ideas so that you can test an approach before running it on a
live account.
Step 1: Select Your Trading Strategies
Once you log in to WizeVest, you will be able to select a
number of our trading strategies from our extensive Strategy
Library. Our filtering tools let you home in on the type of
strategies you want. For example, you can filter the strategy
list to show you strategies that will fire long trades only. You
could also filter to only show strategies that trade Exchange
Traded Funds (ETFs).
Step 2: Test and Customize Your Strategies
Once you have selected your strategies, you can analyze them on any range
of data over the last twelve years. For example, you may want to see your
strategies’ hypothetical performance during the market crash of 2008. You
can simply change the testing date range to that year and WizeVest will show
you the simulated results of your strategy configuration.
WizeVest also includes a variety of settings and filters which allow you to
completely customize your WizeVest trading experience.
Step 3: Sit Back and Watch It Trade
WizeVest will automatically run the strategies you selected,
apply your settings and filters, and produce a personalized
trade report each day. When your trades are ready, you will
be automatically notified. You can follow the trades on the
WizeVest website, or paper trade them with your demo
account with MB Trading. When you’re ready to engage the
market, it only takes a few minutes to configure the WizeVest
Trade Processor to trade your live brokerage account with MB
Trading (see next page).
4| phone 888.313.0037
Easy to Trade
Two Simple Ways to Trade with WizeVest
The WizeVest
Trades Page
Trading your strategies in WizeVest
only takes a few minutes a day.
WizeVest will send you a notification
once your trades are ready. The new
orders from your selected strategies
are presented on the WizeVest Trades
Page. Simply go to your Trades Page to
see your opening orders, closing orders
and current open positions.
The WizeVest Trade Processor for
Complete Trading Automation
The WizeVest Trade Processor allows you to automate your
WizeVest order entry. You can run the Trade Processor on your
desktop or in the Cloud, and it will execute your opening and
closing orders every market day.
The Trade Processor can email you trading reports to keep you
informed of its trading activity. Other safeguards are included
with the Trade Processor to help you keep in sync with your
WizeVest accounts.
The WizeVest Trade Processor is provided FREE when you take
advantage of our introductory offer.
www.mywizevest.com |5
Users Weigh In
The service provides a large number
of Strategies to choose from for the
trader to create Portfolios which are in
the end more profitable and less risky
than a single strategy, providing great and profitable
possibilities for trading.” – Juergen Flach
I’m up about 12% over the past 3
months. I’m also a Registered Investment
Advisor and have access to the best
money managers in the world for my
personal accounts. They do OK, but none of them have
done 12% in the past 3 months.” – L.D. Newby
I love the idea of having a steady
stream of proven trade ideas that can
be tuned to change as the market
changes. It will provide the confidence
to stay fully invested.” – Mike Sander
I am very happy with the system. I started
trading with Real $ on Jan 15th 2013 and
12 weeks later I am up 9.8%. At that rate,
I should experience better than 42% profit
by the end of the year. I am very pleased.” – Bob Vogler
Early feedback from users who applied the
Technology in both paper trading and in their
live trading accounts during the initial test
period, October 2012 through March 2013.
I started my account with $50,000,
which I manually traded in November
and made $3,000. Then, I started
running the Trade Processor on it in
fully automated trading in December. The account is
up 18%+ in just 4 months —an annual rate of return
of something like 54% per year.” – Larrie Cable
The ability to mix several strategies
maximizing returns and minimizing draw
downs is awesome. This frees us from
the mechanics of trading and allows us
to concentrate on putting together strategies that are
tailored very specifically to meet our risk reward goals
and tolerances.” – Russ Henry
The concept is brilliant of employing
multiple strategies and dynamically
allocating these to achieve full
allocation of an account. The retail
investor now has the same tools applied to end
of day trading that large institutions use in high
frequency algorithm trading.” – Gerry Heiling
The testimonials presented are applicable to the individuals depicted and may not be representative of the experience of others. The testimonials
are not paid and are not indicative of future performance of success.
Past performance may not be indicative of future results. Therefore, no current or prospective client should assume that the future performance of
any specific investment, investment strategy, will be profitable or equal to past performance levels. Performance results represent the results of
the portfolio strategies. The actual current performance of the strategy may be lower or higher than the performance of the strategy. The returns
stated may be the result of certain market factors and events that may not be replicated in the future. It is important to remember that there are
risks inherent in any investment and that there is no assurance that any asset class, style, or index will provide positive performance over time.
All investment strategies have the potential for profit or loss and may not be suitable for all investors. Changes in investment strategies,
contributions or withdrawals may materially alter the performance, strategy and results of your strategies. Economic factors, market conditions,
and investment strategies will affect the performance of any strategy and there are no assurances that it will match or outperform any
particular benchmark for measuring the performance of an account. The possibility exists that you could sustain a loss of some or all of your
initial investment, therefore, do not invest money you cannot afford to lose. Diversification does not guarantee investment returns and does not
eliminate the risk of loss.
6| phone 888.313.0037
Special Introductory Offer for the Wizetrade Community
As a valued member of the Wizetrade community, take advantage of our
Special Introductory Offer, and gain access to WizeVest for one low price!
WizeVest Level
Regular Price
BRONZE
$150/month
or $1,800/year
SILVER
$300/month
or $3,600/year
GOLD
$500/month
or $6,000/year
Select any 5 Strategies
Select up to 10 Strategies
Select up to 20 Strategies*
* Enjoy UNLIMITED Access
Be one of the first 200 customers to
join at the GOLD level and be automatically
upgraded to our PLATINUM Level featuring
UNLIMITED Strategy access. Use as many
Strategies as you like at any time.
Limited Special Offer
$1,500 ONE TIME,
No additional fees - for one year, low monthly
subscription after that**
$2,500 ONE TIME,
No additional fees - for one year, low monthly
subscription after that**
$3,500 ONE TIME,
No additional fees - for one year, low monthly
subscription after that**
Or sign up for
a FREE trial at
mywizevest.com/freetrial
Note: Access to the WizeVest Free
Trial offer ends on January 31, 2014.
**The low monthly subscription price for WizeVest after the first year is $49.95/mo. If you are an active Wizetrade subscriber for a datafeed or for the
Wizetrade All-inclusive package this WizeVest monthly subscription price will be waived, as long as you maintain the Wizetrade subscription.
Special Introductory Offer is limited to the first
200 customers who take advantage of this offer.
Order online at www.mywizevest.com or Call: 888-313-0037, option 1
WGAL, LLC, also known as the Wizetrade Group (“TWG”), provides educational and analytical software programs only and does not predict future price trends. TWG (nor any of its products,
subsidiaries, agents or employees), is not registered or licensed to provide, solicit or execute trades, offer investment advice, or make recommendations.
MB Trading refers collectively to Manhattan Beach Trading Financial Services, Inc. (“MBTFS”) and MB Trading Futures, Inc. (“MBTF”). Securities products are offered through MBTFS, a member of FINRA
and SIPC. MBTF, a CFTC registered RFED and member of the NFA, offers execution and settlement services for futures based products, as well as off-exchange foreign currency (forex) products.
Users are responsible for their trading, investment selection and brokerage accounts and should consult with a licensed representative prior to making any particular investment strategy. Customers
should also be aware that account access, trade executions and system response may be adversely affected by market conditions, quote delays, system performance and other factors, including
those related to the use of automated systems. Funds deposited into an account with a broker-dealer for investment in any currency, or which are the proceeds of a currency position, or any currency
in an account with an RFED, are not protected by the SIPC.
Neither OmniTraders International nor Nirvana predicts future price trends and is not registered or licensed to provide, solicit or execute trades, offer investment advice, or make trading
recommendations. Trading ideas available in WizeVest are generated at the user’s specific direction, enabling the user to determine if and how such trading ideas may be useful. Users can test
Strategies they have chosen in WizeVest for any length of time prior to using the service.
www.mywizevest.com |7
WI Z E V E S T
2701 W. Plano Parkway
Suite 500
Plano, TX 75075
mywizevest.com
8| phone 888.313.0037
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