Is Investment Management right for you?After three bear markets in the past ten years, many individuals no longer have the stomach for market volatility. High frequency trading has also caused the average hold time for investments to go from years to days. Many individuals who invest either through a broker or discount brokerage firm employ a buy and hold strategy and may be at a disadvantage.
Our investment strategy incorporates a strict, disciplined process built around facts, not emotions. We believe the traditional models available to the public, using set in stone diversification and asset allocation models, may not be sufficient enough in our current market environment.
Our Proprietary Portfolio Modeling Process, using quantitative, qualitative, & behavioral metrics helps us attempt to manage risk in our clients' portfolios, smoothing out the ride down their financial journey of life.
Investing vs. Investment ManagementOne key difference between Investing and Investment Management is that Investing usually follows a passive approach and Investment Management is active.
Investing can also involve loaded mutual funds with commissions and/or large amounts of revenue sharing which can affect investor returns.
Investment Management utilizes mostly institutional funds and/or ETF's which eliminates commissions, revenue sharing, and operates on a fully disclosed flat fee basis.
Buy & Hold vs. Tactical InvestingBuy and Hold
Where Do I Start?To learn if investment management is right for you contact us today or call us directly at 828-855-9400!
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