Portfolio Design & Management
Our Approach: Manage Risk While Seizing Opportunity!
At Asbury Wealth, we believe that portfolio design is an ongoing dynamic process… a mixture of art and science which we have learned over our collective 80 years of experience on Wall Street and elsewhere in the Financial Services Industry. For us, our strategy centers around being flexible in our portfolio design and management; helping us limit your risk exposure and protect your investments. Our Advance-and-Protect investment process implements a new way of thinking, focused primarily on managing your risk, to efficiently grow and preserve your invested assets.
The Advance-and-Protect Model
The Advance-and-Protect capital preservation model and investment process we utilize provides specific buy and sell recommendations on investment positions that we monitor, including equities (stocks), ETFs, and mutual funds from all major markets and exchanges. It works as an effective research platform, monitoring industry trends and opportunities.
How our Advance-and-Protect model functions
When equity exposure is reduced, exposure to cash or cash alternatives is increased. Unlike most buy-and-hold models, cash is used instead of other fixed-income alternatives subject to market risk. This dynamic process reduces the investor's overall downside volatility exposure. Preserving capital while markets are dropping and maximizing upside exposure in positive market cycles.
Using Advance-and-Protect, we allocate assets among four major portfolio components determined by your specific risk tolerance and financial objectives:
Our Cornerstone portfolio of Exchange Traded Funds (ETFs)
Our Capstone Equity portfolio of individual company stocks
Fixed Income investments
Alternative Investment vehicles.
Diversifying your asset allocation among these different components enables us to react quickly to changing market conditions, further mitigating your risk.
In addition to extensive investment management services, we are available to help guide you with tax planning, retirement & income planning, college planning, and estate planning; we offer extensive advice on insurance, budgeting, maximizing Social Security, and making charitable donations. Our team at Asbury Wealth Partners is the resource you can rely on for independent, straightforward insight, advice, and investment management solutions.
“The intelligent investor is a realist who sells to optimists and buys from pessimists.”
LPL Financial
Our broker/dealer custodians over $300 billion in client assets and has industry recognition as the nation’s leading independent firm. With over 12,000 advisors and 2,500 support staff and analysts, our resources are second to none.
*The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. There is no guarantee this strategy will meet its objectives. The strategy does not guarantee protection against a loss.
The above illustration is hypothetical and is intended to illustrate the strategy only. The “right” entry or exit point is not guaranteed.
Alternative investments may not be suitable for all investors and should be considered as an investment for the risk capital portion of the investor’s portfolio. The strategies employed in the management of alternative investments may accelerate the velocity of potential losses.
All investing involves risk including loss of principal. No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.