Terry Warkentin

Vice President, Operations at Niemann Capital Management, Inc.

Terry Warkentin

Terry Warkentin

Vice President, Operations at Niemann Capital Management, Inc.

Overview
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20

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Founder at Niemann Capital Management, Inc.

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Chief Executive Officer at Niemann Capital Management, Inc.

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Chief Financial Officer at Niemann Capital Management, Inc.

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Chief Revenue Officer at Niemann Capital Management, Inc.

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National Sales Director at Niemann Capital Management, Inc.

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Senior Portfolio Manager at Niemann Capital Management, Inc.

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Chief Compliance Officer & Vice President-Business Development at Niemann Capital Management, Inc.

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Former Head, National Sales at Niemann Capital Management, Inc.

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Former Chief Financial Officer at Niemann Capital Management, Inc.

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Former President at New England Institute of Technology at Palm Beach, Inc.

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Terry Warkentin
Vice President, Operations at Niemann Capital Management, Inc.
Career History
Vice President, Operations
Current

Niemann Capital Management (NCM) is an active portfolio manager that employs an investment approach that is based on tactical asset allocation. The firm offers several separately managed account strategies that primarily use ETFs, but also may use mutual funds. Each strategy is designed to act differently throughout a market cycle.NCM's Risk Managed strategy (RM) seeks to exploit intermediate-term trends in the US equity market while seeking to limit risk. RM is typically invested in a broad universe of domestic equity ETFs, and will employ money market/cash positions during adverse market conditions to preserve assets. RM can be fully invested, partially in cash, completely in cash, or utilize inverse ETFs as a hedge against existing positions. This strategy cannot be net short. While RM may limit the overall losses suffered during major declines, it may also limit returns in advancing markets. The strategy seeks to outperform the S&P 500 Total Return Index over complete market cycles. RM is a growth strategy, emphasizing capital preservation over investment return.NCM's Risk Managed Sector (RMS) strategy is a moderate risk strategy that seeks equity-type returns with reduced volatility. Its objective is to identify global sectors and industries and overweight those expected to outperform in the current market cycle while seeking to limit risk. RMS is typically invested in a broad universe of global ETFs, and will employ money market/cash positions during adverse market conditions to preserve assets.The firm's Risk Managed International (RMI) strategy seeks to exploit intermediate-term trends in the international equity market while seeking to limit risk. RMI is typically invested in a broad universe of international equity ETFs, and will employ money market/cash positions during adverse market conditions to preserve assets. RMI can be fully invested, partially in cash, completely in cash, or utilize inverse ETFs as a hedge against existing positions. This strategy cannot be net short. While RMI may limit the overall losses suffered during major declines, it may also limit returns in advancing markets. The strategy seeks to outperform the MSCI ACWI ex USA Index over complete market cycles. RMI is an aggressive growth strategy emphasizing capital preservation over investment return.The Tactical Global Bond strategy (TGB) seeks to exploit intermediate-term trends in both domestic and international markets while seeking to limit risk. TGB is typically invested in positions from a broad universe of domestic and international fixed-income ETFs. The strategy will employ money market/cash positions during adverse market conditions to preserve assets. TGB can be fully invested, partially in cash or completely in cash. TGB often does not follow US fixed-income market trends. The strategy seeks to outperform the Barclays US Aggregate Bond Index over complete market cycles. TGB is a moderate risk strategy that provides some income and the potential for moderate capital growth.NCM's Global Opportunity strategy (GO) seeks to exploit intermediate-term trends in both domestic and international markets while seeking to limit risk. GO is typically invested in positions from a broad universe of domestic and international equity, bond and alternative ETFs. The strategy will employ money market/cash positions during adverse market conditions to preserve assets. GO can be fully invested, partially in cash, completely in cash, or even utilize inverse ETFs as a hedge against existing long positions. This strategy cannot be net short. GO often does not follow US stock market trends. The strategy seeks to outperform the blended MSCI ACWI/Barclays US Aggregate Bond Index over complete market cycles. GO is a growth strategy that employs multiple asset class options worldwide, and emphasizes capital preservation over investment return.NCM's Dynamic strategy (DS) seeks to exploit intermediate trends in domestic markets by being fully invested in domestic-equity ETFs. The strategy takes an aggressive approach that seeks to outperform the S&P 500 Total Return Index over complete market cycles. DS is typically diversified in a broad universe of domestic equity ETFs. It is an aggressive growth strategy that emphasizes investment return over capital preservation.^The firm's Dynamic Sector (DSS) seeks to exploit intermediate-term trends from around the world by staying fully invested in leading industry and sector ETFs. The strategy takes an aggressive approach that seeks to outperform its MSCI ACWI benchmark over complete market cycles. DSS is typically diversified from a broad universe of industry and sector ETFs from around the world. It is an aggressive growth strategy emphasizing investment return over capital preservation.NCM's Dynamic International (DI) strategy seeks to exploit intermediate-term trends in international markets by being fully invested in international equity ETFs. The strategy takes an aggressive approach that seeks to outperform the MSCI ACWI ex USA Index over complete market cycles. It is typically diversified in a broad universe of international equity ETFs that encompass a variety of foreign countries and regions. DI is an aggressive growth strategy that emphasizes investment return over capital preservation.^

Other Affiliations

Terry Warkentin is affiliated with Niemann Capital Management, Inc.

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