Downside Protection & Risk Management
We monitor multiple tactical managers and place an emphasis on downside protection and risk management in your portfolio. While we cannot guarantee you’ll be able to dodge a bullet, we no longer feel that buy and hold is the only viable investment strategy. We understand that protecting your money from a large loss is a top priority in conserving and growing your portfolio.
Keeping Your Investment Progress on Track
Natural market movements often cause portfolio allocations to “drift” from their original positions as different sectors of the market go up or down over time. For example, a portfolio that consists of 60% stocks could see that percentage increase substantially if the stock market appreciates. Changing a portfolio allocation from 60% stocks to something higher could result in unintended risk. Or, your objectives may shift over time as your personal situation changes. BLRS addresses such inevitable change through its two-step process of continuous portfolio management.
Our Two-Step Process
First, your asset mix is systematically rebalanced to its target allocation, helping to reduce risk and keep your strategies on track. In essence, this rebalancing helps enforce the buy low, sell high discipline – helping to take the emotion out of your decision-making process regardless of whether a particular investment is going up or down.
Next, through ongoing monitoring and manager reviews, our investment team ensures that its managers’ investment styles remain consistent with their assigned objectives. After a manager is chosen, analysts continuously monitor the philosophy, discipline, consistency and talent every day – checking portfolio holdings and trades, and ensuring the “purity” of the investment portfolio. For example, performance can suffer if managers invest outside of their assigned mandate. As a result of this continuous monitoring, managers who deviate from their philosophy or fail to achieve stated goals are subject to replacement.
Who is Watching Your Money?
Let Our “Best of Breed” Managers Continuously Watch Yours.