Investment Management

Buy and hope is not an investment strategy. We have spent the better part of our combined 20 years in the financial industry researching investment strategies and products.  We use a combination of fundamental and technical analysis to find a mix that fits each client’s profile and goals.

We utilize tactical strategies to participate in bull markets, but also to minimize downside risk when appropriate.  Losses are asymmetrical.  Bigger losses require a much bigger gain to get back to even.  For example, a 10% loss requires an 11% gain to get back to even.  A 50% loss requires a 100% return to get back to even.  We also utilize tax efficient stock portfolios for taxable accounts using best in class money managers.  We also utilize alternative investments when appropriate for diversification to provide returns with low correlation to stocks.

Diversification and asset allocation strategies do not assure profit or protect against loss.