☑STAY INVESTED
☑OUT OF TROUBLE
☑WORRY LESS
THE PROBLEM
Market damage while staying invested
SOLUTION
Tactically hedge downside
INVESTING PROCESS ▶ ENHANCED
OUR VALUE ADDED
1. CUSTOM PORTFOLIO
Using our Investing Best Practices we will build a strategic portfolio, globally diversified, designed to:
- Reach your goals
- Within your risk tolerance and
- Time frame
Most advisors stop here leaving risk "handled" only with Time (ride out storm) and Diversification (mostly bonds).
2. HEDGE STRATEGY
We then tactically mitigate the downside when most advantageous and stand back when all clear.
- Cut (or eliminate) negative drawdowns
- Reduce time to breakeven
- Elevated launch-point for subsequent recovery
- Enhanced flexibility to seize opportunity when others panic
Convert Problem of Drawdowns
Into Opportunity
All-Weather Plan
So You Can Relax
- Call writes are used as a first layer of hedging after parabolic moves
- S&P Puts are then added during waning momentum
- Other long term tactics employed should a bear market develop
- Lastly, a new Bull cycle is positioned for
INVESTMENT PORTFOLIOS
Managed on your behalf, we offer key portfolios that are fully scalable to satisfy your needs. All contain our Dynamic Hedge Strategy.
Diversified Portfolios + Hedge
Strategy = Smarter Investing
