Investment Management Services

We utilize tactical strategies to participate in bull markets, but also to minimize downside risk when appropriate. Losses are asymmetrical. Bigger losses require a much bigger gain to get back to even. For example, a 10% loss requires an 11% gain to get back to even. A 50% loss requires a 100% return to get back to even. We also utilize tax efficient stock portfolios for taxable accounts using best in class money managers. We also utilize alternative investments when appropriate for diversification to provide returns with low correlation to stocks.