Promotion AMERICA’S FINANCIAL LEADERS R obert Frost chose the road less traveled and claims it made all the difference. The same can be said for the portfolio management strategy at Dubots Capital Management. While many investment counselors encourage clients to invest for the long term, stay the course, and ride the down markets waiting for the rebound, John P. Dubots takes a different path from that of standard retirement investing. According to Dubots, founder and president, there are times to be in the market and there are times not to be in the market. “We work with the top institutional money managers in the country to tactically manage our clients’ portfolios, keeping them in the market when advan- tageous while still being able to get out of the market when the risk is too great.” As a result, he says, most of his clients were able to protect their assets, and even increase them, dur- ing recent periods of economic uncertainty. When the market was losing 40 percent of its value, Dubots’ clients were invested in safer alternatives such as cash and bonds. Guaranteed Income for the Retired and Nearly Retired One of Dubots Capital Management’s founding principles is financial educa- tion. He strongly advocates that clients understand their financial situation com- pletely so that prudent decisions can be made. “We make sure each client fully comprehends where they are and what must be done to get where they want to go. Then we regularly remind them how important it is to maintain a disciplined approach.” The firm, founded in 1994, has clients at all stages of life, says Dubots, but its specialty is providing advanced financial planning solutions for individuals, fami- lies, and professionals such as CPAs and attorneys. “A big part of our success has been strategic alliances with accountants and estate planning attorneys to help make sure their clients don’t run out of money before they run out of time.” Investing Against the Grain Dubots Capital Management, LLC 27710 Jefferson Ave., Suite 101 | Temecula, CA 92590 | 951-699-1502 www.jpdcapitalmanagement.com Investment Advisory Services offered through John P. Dubots Capital Management, LLC. CA Insurance License # 0822926 “We tactically manage our clients’ portfolios so they’re in the market when the market is a good place to be but able to get out of the market when the risk to their assets is too great.” John P. Dubots # 0822926 As Seen In… Forbes, May 5, 2014 ©2014 EMI Network Inc. • 800-999-1950 • www.eminetwork.com

As Seen In… Forbes, May 5, 2014 Investing Against the Grain · 27710 Jefferson Ave., Suite 101 | Temecula, CA 92590 | 951-699-1502 Investment Advisory Services offered through John

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Page 1: As Seen In… Forbes, May 5, 2014 Investing Against the Grain · 27710 Jefferson Ave., Suite 101 | Temecula, CA 92590 | 951-699-1502 Investment Advisory Services offered through John

P ro m o t i o n

AMERICA’S F I N A N C I A L L E A D E R S

Robert Frost chose the road less traveled and claims it made all the difference. The same can

be said for the portfolio management strategy at Dubots Capital Management. While many investment counselors encourage clients to invest for the long term, stay the course, and ride the down markets waiting for the rebound, John P. Dubots takes a different path from that of standard retirement investing.

According to Dubots, founder and president, there are times to be in the

market and there are times not to be in the market. “We work with the top institutional money managers in the country to tactically manage our clients’ portfolios, keeping them in the market when advan-tageous while still being able to get out of the market when the risk is too great.” As a result, he says, most of his clients were able to protect their assets, and even increase them, dur-

ing recent periods of economic uncertainty. When the market

was losing 40 percent of its value, Dubots’ clients were invested in safer

alternatives such as cash and bonds.

Guaranteed Income for the Retired and Nearly Retired

One of Dubots Capital Management’s founding principles is financial educa-tion. He strongly advocates that clients understand their financial situation com-pletely so that prudent decisions can be made. “We make sure each client fully comprehends where they are and what must be done to get where they want to go. Then we regularly remind them how important it is to maintain a disciplined approach.”

The firm, founded in 1994, has clients at all stages of life, says Dubots, but its specialty is providing advanced financial planning solutions for individuals, fami-lies, and professionals such as CPAs and attorneys. “A big part of our success has been strategic alliances with accountants and estate planning attorneys to help make sure their clients don’t run out of money before they run out of time.”

Investing Against the GrainDubots Capital Management, LLC

27710 Jefferson Ave., Suite 101 | Temecula, CA 92590 | 951-699-1502 www.jpdcapitalmanagement.com

Investment Advisory Services offered through John P. Dubots Capital Management, LLC.

CA Insurance License # 0822926

“We tactically manage our clients’ portfolios so they’re in the market when the market is a good place to be but able to get out of the market when the risk to their assets is too great.”

John P. Dubots

# 0822926

As Seen In… Forbes, May 5, 2014