Investment Analysis | Wealth Management | Portfolio Management:
The only way to keep your money is to limit your risk.
In the market massacre of 2008, many concerned investors were told by their investment advisors a reversal of fortune (as much as 30%) was inevitable – a normal adjustment after a period of boom. They were told everyone was in the same boat, it was natural to lose money, and recovery was a matter of time.
The truth is not everyone loses money during stock-market crashes. In fact, many make money!
How is that possible? A natural stock-market cycle should inform good money management, not guide it. A blanket “buy and hold” at-all-costs mentality is actually a riskier and costlier investment strategy than a carefully planned system of buying and selling assets.
Does it work? At ValueTrend, client satisfaction speaks for itself. Our clients’ portfolios have out-performed the stock market while facing less risk. We invite you to examine our track-record and talk to our clients. Click to view our client satisfaction survey