Are you trapped in one of these types of portfolios?
-
A cookie cutter portfolio of Mutual Funds and ETF based on your age and risk tolerance? A model determines your allocations and it is rebalanced quarterly.
-
A passive allocation of 60% stocks and 40% bonds.
-
A fully automated Robo account without customization.
-
A long term portfolio that has accumulated significant capital gains in select positions. Concentration risk is now an issue, but you are reluctant to de-risk and pay the taxes.
Our Approach...Three Core Principals
.png){kind=small}
1
We believe holding high quality equities is a key factor in long term wealth creation
2
Tactical hedging might provide downside risk mitigation and optionality
3
Have cash available to take advantage of market volatility
The key is optionality. Adjusting exposure to fixed income and hedging to align with market conditions, allows our clients to be positioned to add to risk in times of market dislocation and reduce risk in times of market euphoria.
All investing involves risk including loss of principal.
​
Tactical allocation may involve more frequent buying and selling of assets and will tend to generate higher transaction costs. Investors should consider the tax consequences of moving positions more frequently.