Investment Process

Advance & Protect

For years the “buy and hold” method of investing has been the rule of thumb for many investors. However, today’s economy and globalized markets have created increasingly volatile up and down cycles, making “buy and hold” a thing of the past. Many investors approaching retirement don’t have time to wait for their assets to recover from losses, and withdrawing assets during a down cycle can be a very painful experience.

Our unique Advance & Protect Strategy seeks to capture growth when the market is rising and protect capital when the market is falling. We use a four-step process to work toward this goal.
 

• First, we strive to have a deep understanding of the fundamental aspects of the economy, markets and instruments in which we invest.
• Second, using technical analysis, we monitor metrics such as price, momentum and volume – which help to reveal entry and exit points.
• Third, based on these proprietary tools, we employ a strict buy and sell discipline which is the foundation of the Advance & Protect Strategy.
• Fourth, we monitor each portfolio component on a daily basis and re-evaluate your allocation on a regular basis as the market cycle evolves.

By monitoring market trends and adjusting your allocation accordingly, our Advance & Protect Strategy seeks to effectively manage risk and help protect your investments from today’s extreme market volatility.

No strategy ensures a profit or protects against loss. Investing involves risk including possible loss of principal. Past performance is no guarantee of future results. Observed market movements may not persist in the future. There is no way to determine the “right” time to enter or exit the market. Signals for offensive/defensive action may be inaccurate.