Investment Strategy

Advance and Protect

Common Sense: Investing works best if you keep the profits. Investing 101 tells us to, “Buy low and sell high,” NOT buy and hold forever. Too often we hear, “Just hang in there, it’ll come back.” That’s great, IF one can wait long enough for the assets to recover. The markets and economy go through constant up AND down cycles. If one needs their capital and the markets happen to be in a down cycle, it could be a painful time to withdraw assets. More importantly, it would be difficult to sit by and watch all of you hard-earned gains evaporate just because the market is falling. >>DOWNLOAD Closing Bell

The Difference: Our process does not rely on favorable conditions in any particular market, sector or asset class.

Our Advance and Protect Strategy is a capital preservation model with an offensive strategy. Its primary directive is to control risk. The objective of the process is to capture growth when the market is rising and protect the principal when the market is falling. This buy and sell discipline is the foundation of the Advance and Protect Strategy. We use quantitative and qualitative analysis to work toward this goal. Quantitative information includes such things as price, volume and momentum – which help to reveal entry and exit points (as noted in the chart above). Qualitative inputs include a deep understanding of the fundamentals of the economy, markets and investments in which we invest. Our process monitors each portfolio component and adjusts your investment mix as the business cycle evolves.

As this example demonstrates, consistency - rather than counting on occasional large returns - may be the best approach: >>DOWNLOAD Cost of Volatility

There is no guarantee this strategy will meet its objectives.
This strategy does not guarantee a profit or guarantee protection against loss.

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Investment Strategy