Investment Strategy


Succeeding with investments happens when you have a solid plan and philosophy to which you adhere even in difficult times.  All professional investors have a discipline they follow to foster success.  In the investment arena nobody can guarantee a win on every choice made.  Letting emotions enter into the process can nullify the sound logic originally used to make the decision to embark on a specific investment.  Two of the most common mistakes are not having a clearly defined reason for purchase, and not having an exit strategy at the outset.  

Our team uses a combination of Fundamental Analysis with both strategic and tactical asset allocation to design portfolios using not only historical data, but also future projections of company, market and economic conditions.  Coupled with this is the use of Technical Analysis to help identify market and individual stock trends that are likely to persist into the future. This information enables us to design your portfolio with an appropriate balance of securities and have a disciplined approach to buying and selling. Please read our article by clicking on this link:
 
“Fundamental versus Technical Analysis”

Investments should be regulalry monitored to maintain balance, efficiency, and consistency.  Your portfolio should be adjusted when market conditions, your objectives, or the screening process dictates a change is necessary.  

When using technical analysis to determine appropriate investments it is the usual practice to set a “stop point” under the purchase price which will trigger your sale of the investment if that point is reached. 
That is one part of our exit strategy.  Remember, nobody is always right, and removing yourself emotionally from the equation and being disciplined in your entries and exits is one of the keys to improving long-term overall profit. Please read our article by clicking this link:
“Protective Stops”  

Our tactical investment moves are not day-trading or short-term market timing but are a proactive and systematic buy and sell discipline made possible due to major technological advances over the past 20 years.  Active investment strategies that tactically allocate assets to areas of the market that are trending well (including cash) while avoiding declining areas is an investment solution designed to reduce overall volatility of your portfolio.