Our founder Gerald Appel established Signalert Corporation in 1973. His son, Dr. Marvin Appel joined the company in 1996. In 2012, Dr, Appel became president of the company, now known as Signalert Asset Management.
Signalert Asset Management distinguishes itself by taking an active approach to investing with the goal of maximizing profits in favorable times while preserving capital during riskier market conditions.
In addition to asset management, Signalert Asset Management serves clients with a wide range of investment needs including financial planning and estate planning.
Signalert Asset Management develops and utilizes our own proprietary research. All of our portfolios are traded with the help of time-tested, well-researched statistical models.
You can enjoy the security of knowing that trusted professionals are watching over your investments and the markets, ready to protect your savings.
ABOUT > OUR FIRM
Signalert believes first and foremost in capital preservation, even for aggressive client accounts. A severe bear market such as 2000-2003 or 2007-2009 can derail your financial security if you don’t have a plan to manage the markets’ potential risks. Once you have saved a significant amount of money you may not have the luxury of sufficient time or peace of mind to wait for stocks to recover. This is especially true for investors who are retired and are withdrawing from their investment nest egg to meet their living expenses.
Signalert utilizes technical analysis* to identify which areas of the market are promising and therefore attractive for clients’ assets, and which areas are risky and therefore avoided for clients’ accounts. The identification of favorable areas of the market is not set in stone. Rather, markets are dynamic. Where there was opportunity last year may not be where the best opportunities lie now.
We monitor the markets and all clients’ holdings to make sure that each client is invested in areas that we judge attractive based on current market conditions. Adjustments are made to clients’ accounts as market conditions evolve. The diagram below summarizes some key factors that we evaluate in deciding how our clients should be invested.
EVALUATE THE MARKET
(DIRECTION & VOLATILITY)
AND GEOPOLITICAL FACTORS
RISK ASSESSMENT OF
EACH POSITION IN
EVALUATE WHICH AREAS OF THE MARKETS ARE MOST ATTRACTIVE
OPTIMAL LEVEL OF
MARKET EXPOSURE AND CASH POSITION
CLIENT'S ABILITY TO BEAR MARKET RISK
*Technical analysis is the study of the markets’ past behavior in an attempt to glean patterns that are likely to repeat themselves. Our founder, Gerald Appel, invented MACD (moving average convergence-divergence) back in the 1970s. This indicator is still widely used by technical analysts to detect potential buying or selling opportunities.
At Signalert, our team of seasoned portfolio managers, researchers and client service specialists will monitor the markets and manage your investments. We take the worry off of your shoulders.
PRESIDENT & FOUNDER
Founder & Chairman
Marvin began his career with Signalert in 1996. In addition to advising clients and overseeing the investment policies of the company and our research efforts, Marvin has written three investment books published by Financial Times/Prentice-Hall (Investing in Exchange-Traded Funds Made Easy, Beating the Market Three Months at a Time, and Higher Returns from Safe Investments). He also edits Signalert’s investment newsletter, Systems and Forecasts, which has been in continuous publication since 1973.
Before entering the field of investment management, Marvin originally trained as an anesthesiologist at Harvard Medical School and Johns Hopkins Hospital. He concurrently earned a PhD in Biomedical Engineering from Harvard University.
Gerald founded Signalert in 1973 after several years’ experience as a financial columnist and trader for his own account. He was among the pioneers of using technical analysis to trade mutual funds with the goal of increasing the safety of normally risky stock market investments. Among his many contributions to the field is his invention of the Moving Average Convergence/Divergence (MACD) indicator in the late 1970s, which is still widely used by traders.
At the time he founded Signalert, Gerald was a practicing psychotherapist. He graduated Brooklyn College and did his graduate studies at New York University.
Roni Greiff Nelson
Director of Operations/
Senior Portfolio Manager
Roni began her career with Signalert 38 years ago when the company was first starting out. She now directs the day-to-day operations of the entire company and works directly with current and potential clients to understand their needs and discuss how Signalert can help them achieve their financial goals while managing risk. Roni also serves as Senior Portfolio Manager, overseeing more than $100 million in client investments housed at T.D. Ameritrade and client accounts in variable annuities.
She also received a B.S. Degree from Queens College, and has passed both the Series 65 and Series 2 exams.
Senior Portfolio Manager
Bonnie started at Signalert in 1982. Since 1985, she has been a Senior Portfolio Manager. She is responsible for individual client accounts at Schwab, determining the portfolio allocations based on objectives and clients’ financial and emotional ability to bear risk. She also manages the portfolio of Signalert’s most conservative investment partnership.
Bonnie has her B.S. in Marketing from Long Island University CW Post. She received her M.B.A. in Finance from the Roth Graduate School of Business at LIU in 1986.
In 2014, Bonnie published a book titled, “Journey to Wealth: A Practical and Mindful Approach to Growing and Sustaining Financial Well-Being”.
Director of Research/
Senior Portfolio Manager
Glenn has been at Signalert for over 25 years. As the Director of Research, he develops and maintains our proprietary statistical models that help guide the investment decisions we make for our clients. As a Senior Portfolio Manager, he oversees more than $60 million in client assets at the Raymond James brokerage.
Senior Portfolio Manager, Research Analyst
In addition to the daily portfolio management of Signalert’s investment partnerships, Joon serves as a research analyst to perform fundamental and quantitative analyses of both equity and bond markets. He also works with the Director of Research in order to formulate the investment strategies that we utilize in managing client accounts.
Joon has 17 years of industry experience, and 13 years of experience at Signalert. He graduated from Colgate University with a B.A. Degree in Economics. He later earned his M.B.A. in Finance from New York University. He is also fluent in Korean.
Director of Client Services
Donna started working at Signalert in 1998. She is the Director of Client Services at Signalert. In this capacity, Donna is the clients’ liaison to their brokerage firms, and helps them with all other administrative aspects of their accounts.
Donna attended the American Institute of Banking in NY and CT. She spent 28 years in commercial banking, climbing to Branch Manager where she won numerous awards for superior client service.