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1. Unique Investment Philosophy
The majority of our clients are either already retired or within 5-10 years of retiring. They look to us to protect and grow the nest egg that will provide for their standard of living for the rest of their lives. This is a trust that we take very seriously. As a result, our overall investment philosophy is based on three beliefs:- That the preservation of capital is more important than growth.
- The risk of investing in the stock market can and should be actively managed.
- That investment decisions should not be based on emotion.
What most advisors fail to recognize, though, is that as good as Modern Portfolio Theory is at reducing the level of risk it is still based on an underlying Buy and Hold strategy based on fundamental analysis. These advisors fail to see the inherent weaknesses of this strategy and thus subject their client’s entire portfolio to these weaknesses.
At Legacy Planning Group, Inc., we provide our clients the ability to invest based on Modern Portfolio Theory while minimizing its greatest inherent weaknesses. We call this The Portfolio Guardian™.
When managing risk it is important to limit the degree of exposure to any one investment philosophy. By offering the Portfolio Steward™, we strive to reduce our clients’ exposure to the risks associated with relying solely on fundamental analysis. The Portfolio Steward™ utilizes a strategy based on technical analysis resulting in further portfolio diversification. As a result, our clients’ potential for loss is lessened and their potential for return enhanced.
Our compensation system is based on client satisfaction. We do not receive commissions for managing your money. Instead, money management services are provided on a fee-basis.
Next, we’ll take a closer look at The Portfolio Guardian™.
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