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Managing your wealth takes an experienced professional!
News
09.09.12
The right investment plan starts with the right investment partner. As your partner, I offer personalized financial solutions to help you decide and achieve your financial goals.
By creating a systematic approach to managing your investments, Classic Asset Management LLC is designed to be your global investment advisor. I founded Classic Asset Management LLC with the goal of becoming a world class investment advisory firm.
Through a disciplined strategy, I am committed to providing my clients with absolute performance year in and year out.
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About Us
Matthew C. McAleer
President & Owner
Classic Asset Management LLC
Prior to founding Classic Asset Management LLC I have spent 13 years in the investment advisory business. The previous 9 years were with RBC Dain Rauscher and its predecessor firm Tucker Anthony, where I was a Senior Vice President and member of the distinguished Presidents Council. I am also a limited partner in the NJ Technology Venture Fund, which is a private equity fund that seeks to invest in new and promising companies in the northeast region of the United States.
A life long New Jersey resident, I am married and reside with my wife Barbara and our four children in Colts Neck, New Jersey.
I graduated from Delbarton Prep School in Morristown, NJ in 1983. I continued my education at Rider University, where I earned a bachelors degree in Marketing and Economics. While at Rider, I was a 4 year varsity award winner for the nationally ranked wrestling team. I have continued my involvement in the sport, by coaching the Colts Neck Junior Wrestling team.
In our free time my family and I enjoy relaxing at the beach and taking in the fun and excitement of thoroughbred racing at Monmouth Park.
John E. Clark CFP, ChFC
Portfolio Manager
Investment Advisor
John studied Economics at Millersville University, graduating with Departmental Honors in 1979. He continued his graduate studies at Lehigh University in Economics, with an emphasis in Econometrics (statistical modeling of economic phenomenon.) By applying these analytical skills to the real world of financial markets, John has been a disciplined and passionate student of market phenomenon over the last 15 years,
John resides with his wife Susan in Galloway, New Jersey as empty nesters. Their only son John is an undergraduate at New York University in New York City. The family enjoys overseas travel and they have journeyed extensively throughout Southern Europe.
John has spent two decades in the investment advisory business. Prior to joining Classic Asset Management LLC, John spent the last 15 years at Wachovia Securities and its predecessor firm Wheat First Butcher Singer, where he spent his last two years managing the Absolute Return ETF Portfolio.
John and Matt McAleer first became colleagues at Wheat First in 1996; and have maintained a close professional relationship over the last 13 years, exchanging intellectual capital in the discipline of Point & Figure technical analysis.
Since 1998, John has been Certified Financial Planner (CFP®) licensee and is a Chartered Financial Consultant (ChFC) with the American College. He is also an Affiliate of the Market Technicians Association, a professional organization of market analysts.
As a SEC Registered Investment Advisory firm, Classic Asset Management LLC provides fee–based investment management for both individuals and institutions. The firm’s primary goal is to provide our clients with an investment strategy that creates and preserves wealth by focusing on market risk. Located in Colts Neck, NJ, Classic Asset Management LLC manages money for clients throughout the world.
Value Statement
Managed Account Program
Minimum Investment
Balanced Income Account
A tactical investment strategy utilizing ETFs & Mutual Funds to provide both capital appreciation and dividend income.
Managed to minimize short term capital gains thru an intermediate term investment strategy utilizing fundamental and point & figure analysis.
Management Fees: Based on individual clients total assets.
Account Value Fee
Up to 1 Mil. 1 %
1 Mil. - 5 Mil. .90 %
5 Mil. + .75 %
Classic Global Account
Management Fees: Based on individual clients total assets
Up to 1 Mil. 1.25%
1 Mil. - 5 Mil. 1 %
Investmet Management Strategy
The amount of information available relating to investments is staggering. Computers allow us to crunch more information, much faster, than ever before. The problem for most investors is turning this information into knowledge. Information by itself is worthless unless it can be turned to a logical, organized actionable plan with respect to individuals investment endeavors.
Many investors tend to forget that the most basic force affecting securities prices is the law of supply and demand. The investment industry is overloaded with different methodologies on evaluating security price movement. The only method I have found to be straight forward, profitable and easy to understand is the Point and Figure method. The Point and Figure method of analyzing stock, bond, commodity, and indexes was designed simply as a logical organized process of recording the battle between supply and demand. The word organized is the key to incorporating the system into our investment strategy. The patterns produced are recognizable, and are then incorporated into our risk / reward decisions. When combined with fundamental analysis, our money management approach becomes a very powerful investment strategy.
The beauty of this investment approach is in it's leverage. If supply and demand analysis of investment securities can be utilized in the US markets, then why not evaluate foreign opportunities as well; hence the global approach of Classic Asset Management LLC. With the advent of ETFs (Exchange Traded Funds), it is rather simple to get exposure to both domestic and foreign markets without taking in the risk of foreign exchanges. Our approach is to seek out the most return available for the least amount of corresponding risk.
We are committed to helping clients create, preserve and transfer wealth. Our job is to identify profitable investment opportunities. In focusing on total return and risk assessment, Classic Asset Management LLC partners with clients to provide intelligent disciplined investment management.
Disclosure Information
You may call us anytime you feel like doing so
732-677-3710
24 Merchants Way Suite 207
Colts Neck, NJ 07722
Ph# 732-677-3710
Fx# 732-677-3714
