of where the
stock market closes
We equip investors to compete in changing market environments with a strategically diversified portfolio
Traditional asset allocation is the practice of dividing investments among different equity and income categories seeking to reduce risk to the extent each asset class acts differently from each other.
We take it one step further and also diversify among strategies. We provide the opportunity for each of our portfolios to be individually diversified across both asset classes, including alternative investments and strategies. When blended together into one account and sorted by risk, the portfolio can achieve a level of diversification that is designed to deal with the challenge of today’s, and future, financial markets.
BEAR MARKET STUDY
It takes longer than most investors think to recover from bear markets
On average, a new bear market begins every 5.5 years, with an average duration of 18.1 months. Omitting the distortion of the 1929 crash, the average time lost making up bear markets (zero earnings): 3.6 years.
The average bear market slashed almost 39.4% from stock prices. Omit the ’29 crash, when values declined 87%, and the result is still an average loss of 36.1%.
Between 1929 and 2009 there have been 15 bear markets, defined as those periods when the S&P 500 has fallen at least 20%.
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