Active Portfolio Management
Active Portfolio Management is the process of continuously monitoring a portfolio’s performance and making adjustments as necessary to meet the goals of the portfolio.
Our goal is to attain results that are similar to or better than the overall market, while decreasing risk. To accomplish this, we increase market exposure during bull markets while reducing market exposure during bear markets. Additionally, we allocate funds among several asset classes and select mutual funds and exchange traded funds (ETFs) with proven track records.
Capital Preservation vs. Growth
Capital Preservation is the most important goal for most of our clients. If you don’t protect the hard-earned capital you started with, no amount of growth will make up for your losses. Having said that, our portfolios must grow when the markets allow them to do so. Knowing when to fully invest and when not to is critical to your success, and we follow several key indicators to allow us to make those decisions.