Active Money Management
Optimize Your Portfolio with Active Money Management
When your portfolio relies on market timing, the results can be unreliable. Our Active Money Management approach offers a proactive alternative to traditional buy-and-hold strategies, providing you with greater security and potential for growth.
Buy and Hold vs. Active Money Management
Questions like "When should I invest in the market?" and "What if another stock market downturn happens?" are common concerns. Traditional "buy and hold" investing, often referred to as "hold and hope," relies on the market's natural rise over time, which can expose your investments to significant risks during downturns.
Most people are familiar with traditional stock brokers who operate on a transaction-based relationship, meaning they earn commissions on trades. This often requires you to initiate trades, potentially leaving your portfolio vulnerable during market declines. If you experienced the 2007-2008 downturn, you might recall the lack of proactive communication and the feeling of helplessness as your portfolio lost value.
Active Money Management offers a more dynamic approach. Unlike buy-and-hold strategies, Active Money Management does not depend on market timing. This market-neutral strategy involves daily monitoring and trading, which allows us to be opportunistic in good times and defensive in bad times. Here’s how it works:
Proactive Adjustments: We actively buy and sell in your account based on current market conditions, without the need for you to call or receive calls from your broker.
Risk Management: Our goal is to reduce large draw downs during negative market cycles.
Opportunistic Investing: In positive market conditions, we position your portfolio to maximize growth potential.
Tailored to Your Goals: During our meetings, we’ll assess your risk tolerance and determine the role Active Money Management should play in your short-term and long-term financial goals.
In 2008, traditional diversification strategies failed as both stocks and bonds declined. With Active Money Management, we attempt to avoid large draw-downs during negative market cycles.
Take Control of Your Financial Future
Don’t leave your financial future to chance with outdated strategies. Embrace the benefits of Active Money Management to secure and grow your wealth.
Investment advisory services offered through Brookstone Wealth Advisors, LLC (BWA), a registered investment advisor. BWA and Brookstone Capital Management, LLC are affiliated companies. BWA and Trajectory Wealth, LLC are independent of each other. Insurance products and services are not offered through BWA but are offered and sold through individually licensed and appointed agents. Any comments regarding safe and secure products, and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way to securities or investment advisory products. Fixed Insurance and Annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Brookstone.