Investment Process

 

                       

 

Advance-and-Protect investing uses a dynamic risk management process to increase or reduce risk exposure in an investment portfolio.  Unlike static buy-and-hold models, the A&P process dynamically changes an investor's risk exposure by changing their exposure to equity in the portfolio.  In periods of rising markets, equity exposure is increased.  In periods of market decline, equity exposure is reduced

When equity exposure is reduced, exposure to cash or cash alternatives is increased.  Unlike most buy-and-hold models, cash is used in lieu of other fixed income alternatives that are subject to market risk.  This dynamic process reduces the investor's overall downside volatility.  It preserves capital while markets are dropping and maximizes upside volatility exposure in positive market cycles.