If you are looking for an advisor to diversify your money across several asset classes, hoping one will go up when others go down, keeping the same level of risk on all the time: That's not us. If you are comfortable beating the market, which means losing -25% of your money when the market is -30%: That's not us.
We measure and map 30 economic data points every month. We have access to one of the best macro research firms in the country. We have a proprietary equity signal that has historically helped us avoid significant stock market declines. Substantial losses can be life-changing events, and we designed our process to avoid those situations.
We measure and map 30 economic data points every month. We have access to one of the best macro research firms in the country. We have a proprietary equity signal that has historically helped us avoid significant stock market declines. Substantial losses can be life-changing events, and we designed our process to avoid those situations.
Services
Private Wealth Management was established in 2008 at the height of the financial crisis. We made the move to an independent business model for two reasons: we could specialize in what we do best for our clients and there are no conflicts of interest by being associated with larger Wall Street firms or other financial institutions.
The problem with most advisors is that they tell you when to get into investments, but they never tell you the most important part of asset management. We utilize a two-pronged approach to constructing and managing our portfolios. Fundamental research tells us where we are in the economic cycle. This determines what we should own and why.
Reviews (1)
Ben Hayes
Dec 20, 2021
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