You have worked hard for your wealth, and we want your money working for you as often and efficiently as possible. Therefore, the core of our investment philosophy at Confident Life Wealth Management is crafted around the ability to compound returns, and ultimately your wealth.
Our goal is to limit your losses during market pullbacks so that when the markets rally, you have more money to capture the upside. To achieve this goal, we have made significant investments in our economic and market research team.
To be clear, many firms utilize extensive research in the portfolio design stage, but then largely leave the portfolio to “run its course” through changing market conditions. This is much like setting the cruise control on your car at a given speed as you start your journey, but never adjusting for bad weather, heavy traffic or road construction. Have you ever felt like your portfolio “crashed” because the original settings on the cruise control just didn’t reflect current conditions?
Our team reviews many sets of datapoints to help bring unique and compelling insights into how and why your money is invested, and we update this outlook continuously. Starting from the ground floor, we first evaluate your financial plan and the timeframes associated with achieving your unique goals. Then we evaluate our range of investment strategies that align with those targets, as well as your investment style.
For example, do you believe volatility can remove compounding returns over the full course of a business cycle? If so, we should discuss our volatility-targeting strategy, where we seek to keep your investments within a predefined range of ups and downs.
Are you worried about the global and domestic economy having an impact on your investments? If so, you will find our global macroeconomic insights to be useful to your decision-making process.
Would you like to target risk-adjusted momentum without paying the high fees of an active mutual fund or Exchange Traded Fund (ETF)? If so, our growth strategies may be a good fit for you.
Would you like a combination of all three layers of risk management? We can help with that as well, resulting in a unique and compelling investment management experience.
If you find any of this confusing, please know we are dedicated to help ensuring you are comfortable with – and can understand – the investments you own throughout your entire wealth-building journey.
Overall, our rules-based approach can take the emotion out of investing and fosters an atmosphere of quality decision-making, even in turbulent times. Click this link to make an appointment to learn more about our investment process and the strategies we deploy.
Together, we can work to keep you on-track toward your financial goals.
Request a consultation to learn more.
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