Investment philosophy
Our tactical investment strategy invests in six major asset classes- International, US Large cap stocks, US Mid cap stocks, US Small cap stocks, Gold, Cash and Bonds. We believe this approach offers the best risk/reward for portfolios. By examining numerous market indicators across four main categories: Market Sentiment, Technical Data, Relative Strength, and Market Valuations allows for a disciplined approach to investing.
The goal of our tactical investment strategy is to grow client assets and avoid large drawdowns. The discipline remains the same through both bull and bear markets. Large market losses have a detrimental impact on performance as well as emotions. Often our industry recommends clients to "stay the course" meaning staying fully invested in all market environments regardless of risk/reward potential. This is where our philosophy is different.
We believe a disciplined tactical approach, with an emphasis on risk management, is an important element in managing wealth.