There are active capital preservation strategies we are implementing for clients that allows investors to take a step back from the current volatility, and focus on preservation while still generating capital returns and income. As investors accumulate wealth avoiding drawdowns in the market becomes a necessary strategy to wealth preservation and long-term wealth management. Our strategy is not to ride the waves of the market but to navigate them.
Today’s market environment has shifted considerably and is unlikely to return to what investors had come accustomed to over the past 10-12 years. We believe investors waiting for a return to a previously held view on a “normal environment” will continue to see their portfolio strategy underperform. We are likely in a period of higher-than-average inflation for years to come, which has many knock-on effects that can negatively impact corporate earnings projections and equity valuations. But with this market environment shift brings significant opportunities within alternative strategies for portfolios to reduce volatility, risk, and create a greater certainty in returns.
We are active managers. We seek to add value through a grassroots approach to portfolio management. We build portfolios with individual stock and bond positions in discretionary and non-discretionary portfolios. We add value through insight into what we invest in and the ability to be tactical in changing environments. This approach allows us to be nimble in the preservation of capital in down markets and strategic when seeking growth in up markets. Ultimately this results in greater consistency in your returns and clarity into your financial well-being.
A focused approach aims to reduce volatility, rely less on broad market direction, and provide greater consistency.
Our investment strategy is based on extensive research and analysis of the market, economic trends, and company performance. We focus on investing in a portfolio of high-quality stocks and bonds that have a proven track record of delivering strong returns over time. Our objective is not to outperform every market, but to reduce the volatility and provide a stable return that aligns with our client’s individual investment goals. Our team offers a transparent and effective investment approach that can help you maximize your returns while minimizing your risks. Our focused strategy allows us to manage through changing market environments and be tactical to safeguard assets in down markets and seek growth in up markets. Our bespoke approach also allows us to manage portfolios more uniquely to a client’s personal situation. For example: tax efficient strategies like shifting income streams from “interest only” to “capital gains focused” for better tax treatment.
As an independent firm, we are not tied to any specific financial products or services. This allows us to provide unbiased advice and investment recommendations that align with your best interests.
By partnering with us, you can benefit from our expertise and experience in the investment industry.
We will work closely with you to understand your investment goals and help you build a personalized investment plan that aligns with your objectives.
Contact Craig Madill for a confidential no-obligation consultation.