Our investment approach can be described as attempting to “hit the target” more often than “trying to hit the bullseye.” Our goal is to capture most of the upside of the market with greater downside protection. This is accomplished by utilizing the time-tested approach of Tactical Asset Allocation and Diversification.
To achieve diversification, we may utilize Exchange Traded Funds (ETF’s), actively managed mutual funds purchased at no-load, individual stocks, and hybrid investments. We also have access to Institutional Class Funds, which provide significant savings on fund management fees. Depending on market conditions, we may favor one type of investment over another, relying on strict research and valuation discipline to help guide our investment decisions.
When markets are volatile, and investors become emotional, this discipline helps us to recognize and capitalize on opportunities. During these periods of overreaction, we may refocus a small portion of your portfolio assets to take advantage of perceived market opportunities. This strategy of tactical allocation is designed to mitigate risk as well as provide an opportunity to beat the market; further managing the journey between where you are and where you want to be. Some may follow trends, we monitor patterns.
The Diversified Portfolio Return is similar to the Individual Asset Class Returns, but with much less Volatility! Contact us today for a free no-obligation goal assessment.