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Advance and Protect

Recent fluctuations in world markets have underscored the vulnerability of most portfolios during downward cycles. To help you conserve your assets, we follow a core portfolio strategy called Advance and Protect.

We seek to advance your portfolio with strategic offensive allocations while maintaining a strong defense against risk. We have many investment strategies at our disposal to blend together in the right combination for your situation. Whether we use investments outside of the stock market or investments with market exposure, the Advance and Protect strategy helps reduce portfolio risk.

The Importance of Advance and Protect for Investors In or Nearing Retirement

For years the "buy and hold" method of investing was the rule of thumb for many investors and their advisors. However, today’s economy and globalized markets have created increasingly volatile up and down cycles, making "buy and hold" ineffective for many investors. Many investors approaching retirement simply don’t have time to wait for their assets to recover from losses, and withdrawing assets during a down cycle can cost dearly, potentially derailing your retirement plans.

Our Advance & Protect strategy is designed to capture growth when the market is rising and protect capital when the market is falling.

  • We strive for a deep understanding of the fundamental aspects of the economy, markets and instruments in which we invest.
  • Using technical analysis, we monitor metrics such as price, momentum and volume - which help to reveal entry and exit points.
  • Based on these proprietary tools, we employ a strict buy and sell discipline which is the foundation of the Advance and Protect strategy.
  • We closely monitor each portfolio and adjust your allocation mix as the market cycle evolves.
  • By monitoring market trends and adjusting your allocation accordingly, we can more 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.