There is a better way!
It’s called Pro-Active Portfolio Management.
There are three
components to our approach.
First, we review your account daily and
profit taking adjustments as needed to the Disciplined Investment Strategies portfolios to take advantage of
short-term cyclical movements. These changes do not affect the basic ratio
of stocks to bonds, but they are designed to lock in gains or enhance
We re-allocate your assets according to our disciplined
investment formula on an annual
basis, in essence re-creating the entire portfolio each year, but always in step with our
disciplined investment formulas.
Finally, we have developed tools that have
allowed us to exit the market during the turbulent times we experienced in 2002, 2008
and today. We have also added
“event-driven” changes in the post 9/11 era. We can move your holdings
into cash during catastrophic world events.
The time for Pro-Active Portfolio Management is