Balancing rewards and risk

Posted by on Mar 5, 2013 in Accomplishments

We pay equal attention to the rewards and the risks of investing. When we consider a security, we don’t simply ask, “How much can it go up?,” we also ask, “How much can it go down?”.

Attorney Ibanez assesses the current investment environment and ‘tactically tilts’ our proprietary strategic asset allocation to various asset classes. Our tactical model’s determines the overall exposure and investment levels for both the equity and fixed income portions of each portfolio and then makes adjustments as necessary on a monthly or daily basis if needed. While our strategies may tend to under perform an all equity portfolio in strong bull markets it can handle volatile markets much better giving our investors piece of mind that their assets are safe.