Broker Check

Asset Management

When it comes to managing your investments, keeping your emotions in check is just as important as choosing your investments!

We call it “tactical asset allocation”. You won't get anywhere if you're standing still and neither will your investments. We follow a unique, disciplined, 4-step approach designed to identify the most suitable investment strategy in any market conditions.

Positioning Your Investments

How do you identify the fastest and smoothest course toward financial stability and freedom? As your financial compass, we specialize in guiding you along the pathway of seeking optimal returns while taking the least risk possible. You dream of a stable and fulfilling retirement. Lucky for you, we have developed a unique, disciplined, 4-step approach designed to help get you there.

Throughout your journey toward retirement, market conditions will inevitably vary, and as the climate shifts, so should your strategy. Many individuals assume their broker and/or investment manager is doing something to manage their portfolio's risk on a daily basis. In reality, other brokers often take a passive approach that does little to help preserve your investments. Our proprietary, 4-step approach is designed to maintain your assets' effectiveness and help reduce your overall risk. We call it Tactical Asset Allocation. 

Review The Financial Markets

Stocks, bonds, and cash are the typical building blocks of most investment portfolios, and as the market goes through its inevitable cycles, the optimal mix of these three elements - and by optimal we mean the combination that will potentially yield you the highest return with the least amount of risk - will fluctuate based on your risk tolerance and the category-specific risks.

We use several proprietary analysis methods that measure the buying and selling relationship occurring within the market in order to determine the risk levels associated with a specific category at any given time.

The bottom line? We know the market and we evaluate it on a daily basis so that no matter what the market conditions are, exposure can adjust based on prevailing risk or return potential.

Market Sector Analysis

When it comes to owning a home, you want to buy in the best neighborhood you can afford. We believe, just as its true in the real estate market, seeking to maximize your return in the financial marketplace is all about location. Within the markets, each "neighborhood" is called an asset class or sector—and there are a lot of them. As the economy goes through its cycles, different asset classes will make more sense for your portfolio. Through daily Sector Analysis, we evaluate and record the performance of all asset classes in order to identify which ones are potentially more "favored" at any given time.

Risk Management

The last two steps go hand in hand. In order to help effectively mitigate risk and potentially maximize your returns, we run a detailed and thorough analysis of your portfolio—every single day. That means that not only do we perform the first two steps on a daily basis, we also assess your portfolio's risk and performance levels. Every decision, no matter how large or small, is re-evaluated each and every day based on the market's current conditions. We make careful, analytical adjustments to your portfolio as needed in order to keep you aligned with your investment goals. As your personal guide to financial freedom, we're with you every step of the way.