Portfolio Management • Independent Research • ETF Newsletter

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Matthew McCall is the founder and president of Penn Financial Group LLC (PFG), an investment advisory firm that specializes in individual portfolio management and exchange-traded fund (ETF) research. Matt has been involved in the investment industry since 2000 and received his MBA from the University of Colorado in 2005.

Since 2004, all of Matt’s efforts have gone towards PFG as he focuses on creating an investment experience like none other. From first class customer service to consistent market-beating returns, PFG is a growing and ever-changing firm that has adapted to the current market environment. Matt prides himself on thinking outside the box and coming up with fresh ideas to make money and help PFG clients reach their investment goals.

Matt’s accomplishments have not gone unnoticed; in 2009 alone, Matt released two published investment books. He co-authored the trading book, “Swing Trader’s Bible: Strategies to Profit from Market Volatility”, which spent some time on Amazon’s list of top business books. His much anticipated second book, “The Next Great Bull Market” is set to be released in the fall of 2009.

Mr. McCall’s background in radio and speaking engagements turned into bigger and better things when the national media began coming to him for insight on the markets. Since 2007, Matt has made several hundred television appearances on CNBC, Fox Business Network, Fox News Channel, and Bloomberg. You can also find Matt’s quotes scattered throughout national print media on a regular basis, including the Wall Street Journal, Business Week, Marketwatch.com, and more. Most recently Matt has begun writing articles for UK-based magazine “Your Trading Edge”, where you can find his regular column on trading the markets and technical analysis.

In the future Matt will strive to continue offering clients and subscribers the best investment experience of their life. The objective is to build a lifelong partnership that will help individuals successfully achieve their investment goals.

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Portfolio Management Services
Penn Financial Group (PFG) offers long-term investment advice and research for individual investors, small businesses, and institutional clients. We realize it is impossible to completely eliminate risk when investing in the stock market; however we strive to identify investments that offer attractive reward-to-risk setups.

Why Exchange-Traded Funds?
ETF’s are passive investments that track a set index and the composition is only changed a couple times per year. Most mutual funds are actively managed and therefore trades are taking place daily. The chance of your mutual fund outperforming the market by trading is approximately 20%.

401k Management Services
Penn Financial Group (PFG) realizes that a large number of investors have a significant portion of their investable assets in company-sponsored retirement plans such as 401K’s and 403B’s. Often times the investment options are limited to a small number of mutual funds. Because most mutual funds lag the performance of their benchmarks it is imperative to allocate your money into the best mutual funds for the current market environment.

PFG Covered Call Strategy
The PFG Covered Call Strategy is available for clients that range from conservative to aggressive as each option is covered by owning the underlying stock. We realize that when you hear the term options the first thought is “risky” or “aggressive”. That could be the case, but with the PFG Covered Call Strategy we strive to ultimately protect our new and existing positions and will create income in the process.