In recent years we’ve seen unprecedented market volatility, and active management – which seeks to pick hot stocks or time the market – is like playing with fire.

Proactive management uses investment analysis, asset allocation, alternative investments and disciplined rebalancing to support a passively engineered philosophy.

This is not a buy-and-hold strategy. It’s the cool-headed approach.

Coolness rewards the prudent investor.

 

We developed The PROACTIVE Investment Strategy to provide clients a plan for life-long investing.

Our strategy follows these important proactive investing principles:
 

• Manage risk by diversifying the investments among various asset classes and alternative investments.

• Employ institutional funds that offer distinct advantages.

• Focus on the total portfolio, not individual investments within it.

• Reduce layers of unnecessary costs through proper management of asset allocation

• Reward steady, life-long investing.

 

Studies show that portfolios using passive asset-class funds can be designed to deliver a higher expected return for a chosen level of risk over time.