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Advance & Protect

An Investment Strategy for the New Era 

Advance & Protect is a strategy specifically designed to help protect investors’ irreplaceable capital – wealth that cannot easily be replaced once lost – from market declines and volatility while using tactical investing to maximize upside opportunity. This investment strategy seeks to:

  • Protect the downside with an emphasis on risk management
  • Incorporate a strategic sell discipline suited to today’s volatile markets
  • Match the best vehicle with the best investment ideas by utilizing a range of investment vehicles including options, alternative investing, hedging strategies

Alternative strategies may not be suitable for all investors and should be considered as an investment for the risk capital portion of the investor’s portfolio. Alternative strategies may accelerate the velocity of potential losses.

  • Capture gains through a rigorous investment process that establishes Advance-ability and Protect-ability

Buy & Hope Doesn’t Work in the New Era

While the historic advance of the US economy and stock market from 1980-2000 created unprecedented wealth for many Americans it in many ways also did investors a disservice. Investors grew to accept certain investment principles as immutable and cling to failed investment beliefs that

…markets will go up 70% of the time

…time in the market is more important than trying to time the market

…diversification provides protection from market risk

Such thinking popularized during the period from 1980-2000 is dependent on a stable, growing market. Unfortunately, such buy & hope investing proved to be ill-equipped for the New Era of investing with markets experiencing increased volatility resulting in dramatic and severe price swings


The world has changed, shouldn’t your investment strategy?

Believing that investment management can and should be done better, a global tactical total return strategy that seeks to secure gains in advancing markets and protect capital in sideways to negative markets. The strategy emphasizes risk management and is driven by a rigorous, repeatable investment process. 

No strategy assures success or guarantees against loss. Tactical allocation may involve more frequent buying and selling of assets and will tend to general higher transaction costs. Investors should consider the tax consequences of moving positions more frequently.