INVESTMENT MANAGEMENT
We invest differently to get
greater market gains
without the standard risk.
Learn why and how.
THE TOP 2 CONCERNS FOR INVESTORS
Losing Money in a
Down Market
Missing Out in an
Up Market
Investors want the best returns, but they do not want to accept the risk of losing money in a down market. Therefore, they invest less aggressively, which can cause them to miss out on potential gains in an up market. Our unconventional investment strategy is the solution for both.
Let's clarify...
THE CONVENTIONAL INVESTMENT MANAGEMENT STRATEGY
In order to manage those primary risks, advisory firms typically recommend using Modern Portfolio Theory (MPT) to diversify a portfolio through owning global stocks and bonds. The idea of MPT is that you can use a mathematical framework to construct portfolios to optimize expected returns based on a given level of market risk, emphasizing that risk is an inherent part of higher reward. Theoretically, it sounds good; but in practice, it often leaves investors dissatisfied. With good reason.
THE PROBLEM
Because most of us are concerned with both the risk of missing out and the risk of loss, the majority of investors just churn in the middle so they don’t have too much risk either way. But, as the saying goes, “No risk, no reward.” So, in effect, playing it safe by the conventional means typically produces subpar returns when financial markets are great, yet significant losses when market conditions are unfavorable. This is why we invest differently.
HOW WE INVEST DIFFERENTLY
As classically trained investors, we used to only use Modern Portfolio Theory — as the vast majority of other advisory firms still do — but we have since developed an alternative investment management strategy that we believe more effectively addresses the primary investor risks better over time.
We invest a portion of a client's money directly into the stock market using ETFs and/or individual stock holdings. We then strategically layer in other financial instruments that protect against losses in down markets. Finally, to round out the risk return profile for each client’s portfolio, we use bond, commodity, and alternative holdings as appropriate.
What That Means for You
You keep more of your money and grow it faster without the excess risk that brings excess losses. You are happy when markets are up, and do not fear when markets are down.
Though we can not specifically predict the future, we can confidently say there will be times when the markets are screaming to new heights and also times when it may seem the bottom is never coming. Our strategy helps you thrive in both realities and everywhere in between.
