While market volatility the very nature of investing mean that no one can guarantee not to lose money, we employ strategies that help manage downside risk for our clients. In actively managed accounts our portfolio manager seeks high-quality ETFs and Stocks with above-average earnings per share growth that are trading at a reasonable long-term earnings potential.
A traditional buy-and-hold approach can potentially expose assets to unwarranted risks. By understanding risk-reward relationships and monitoring investment behavior proxies, we can adjust portfolios accordingly. We evaluate macro- and micro-economic trends, the global interest rate environment and changes in investor risk perception.
In varying market conditions, this portfolio may hold as much as 98 percent in global equities or as much as 50 percent in cash. This strategy strives to outperform a 90 percent equity/10 percent fixed income benchmark over the course of a full market cycle.
We also employ many other strategies that are designed to help a client during turbulent markets as well as participate in growth markets.
Exchange Traded Funds (ETF’s) are sold by prospectus. Please consider the investment objectives, risks, charges, and expenses carefully before investing. The prospectus, which contains this and other information about the investment company, can be obtained from the Fund Company or your financial professional. Be sure to read the prospectus carefully before deciding whether to invest.
