Advance & Preserve

For years the "buy and hold" method of investing has been the gold standard for managing money. Diversify and ride it out were the cornerstones of thinking for this strategy. However, today's economy and globalized markets have created increasingly volatile up and down cycles, making "buy and hold" a less than desirable way to invest. 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 be a very painful and costly experience.

Our unique Advance & Preserve Strategy is designed to capture growth when the market is rising and protect capital when the market is falling. As investment analyst Louise Yamada said, "There are two kinds of losses. A loss of capital and a loss of opportunity; but there will always be another opportunity if you protect capital."

We use a four-step process to work toward this strategy.

  • First, we strive to create portfolios based on asset and sector classes believed to be in a long-term upward trend.
  • Second, using technical analysis, we monitor various metrics such as price, momentum and volume - which help to reveal entry and exit points.
  • Third, based on these proprietary analysis tools, we employ a strict buy and sell discipline which is the foundation of the Advance & Preserve Strategy.
  • Fourth, we monitor each portfolio component on a daily basis and adjust your allocation mix weekly as the market cycle evolves.

By monitoring market trends and adjusting your allocation accordingly, our Advance & Preserve Strategy can more effectively manage risk and help protect your investments from today’s extreme market volatility.

There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not ensure against market risk. No strategy can assure a profit or protect against loss.