We recognize that while investors are happy making money, they are even more unhappy losing money. Because of this, Weatherstone offers a tactical approach to managing your investments. This method is different from the strategic asset allocation. Instead of rebalancing the portfolio on a quarterly or semi-annual basis to a preset asset allocation, Weatherstone will monitor your investments as frequently as daily and adjust the asset allocation as needed. This approach incorporates a buy and sell discipline with the goal of reducing the severity of market losses while still allowing the portfolios to shift into the markets to participate in the advances.
A strategic approach to investing is designed to capture the broad market moves, which over a longer time horizon, has delivered strong return potential to investors who adhere to the discipline. The strategic or “buy-and-hold” approach advocate for a more efficient market where new information is instantly accounted for. Broad diversification is a key element of the Weatherstone strategic portfolios given that the asset allocation does not change frequently. This diversification spreads the market risk which helps take emotion out of the equation for investors nervous about changing conditions.View our Strategic Programs