ADVISOR RESOURCES
White paper library
Bucket investing with risk-managed portfolios
The essence of the bucket approach is to divide a client’s portfolio assets into several pools, or “buckets,” each with different planned goals, needs, or time horizons, and then design a separate asset allocation policy for each “bucket.”
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Why we manage for risk and not just reward:
We play defense first and offense second to try to win the game
As an active money manager offering 100+ strategies for separately managed client accounts, we believe that risk management is the most important ingredient for investment success. While Wall Street talks about diversifying asset classes to manage risk, we add active management and strategic diversification to our defensive toolbox to combat market volatility.
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Buy and Hope vs Active Management
When running the investment gauntlet, there are two choices. Recently I came to the realization that from my clients’ point of view, there are at least two choices of buy and hold strategies. The first we call Buy and Hope investing—acquiring a portfolio of stocks, bonds or mutual funds and then passively holding on to them through all the vicissitudes of the market. The other is committing to an actively managed account run by a professional advisor. Both require a long-term commitment to work. Let’s see how they differ to help you determine: “Which type of Buy and Hold investor would you rather be?”
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