STOP LOSS PORTFOLIOS

Remember the bear market of ’07 – ’09, when some investors lost between 20-40% of their account values? During a market correction, many investors don’t sell their equities soon enough, and often wait too long to reinvest into equities as the market recovers. TAM’s StopLoss Portfolios may be the way to help avoid this from happening to your clients again.

TAM StopLoss Infographic_teal

We have exclusive access to three unique Stop Loss portfolios (Conservative, Moderate, and Aggressive) that steer us in the right direction when the market shows deterioration, by employing our proprietary stop loss strategy. When the market is recovering we utilize our mechanical re-entry methodology that has a comprehensive marketing platform to help you prospect.

We use an equal weight ETF (RSP) for the equity portion of the portfolios giving us exposure to the U.S. Equity markets. Recently there was a great article in Consumer Reports Money Advisor in June of 2014 illustrating how the equal weight S&P has outperformed the S&P 500 market weight by 50% since the first full year it was available (1990).

Watch the two minute whiteboard animation video that explains the stop loss models below:

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All investments involve the risk of potential investment losses as well as the potential for investment gains. Prior performance is no guarantee of future results, and there can be no assurance, and clients should not assume, that future performance will be comparable to past performance. No client or potential client should assume that any information presented or made available on or through this website should be construed as personalized financial planning or investment advice. Personalized financial planning and investment advice can only be rendered after engagement of the firm for services, execution of the required documentation, and receipt of required disclosures. Please contact the firm for further information.