While investors are happy making money, they are even more unhappy losing money
A tactical investment style recognizes the dynamic nature of the financial markets. This method is different from the more commonly used strategic asset allocation. Instead of rebalancing your 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. This investment style is appropriate for investors who may be risk adverse, have a shorter time horizon for the money, or who chooses to use this portion to hedge other investments.