Did your financial advisor keep you invested during the bear markets of 2002-2003 and 2008?  Was his or her advice during these times “stay the course and think long-term” while you watched 30%, 40% or even 50% of the value of your portfolio vanish?

Is his or her advice now “don’t worry, it won’t happen again”?  How did you feel during  these meltdowns?  Did you feel that your financial advisor was really addressing your concerns and managing market risks on your behalf?

Many financial advisors employ a “buy and hold” strategy, recommending that clients remain invested even during severe bear markets.  Does this really make sense to you?

There is a better way.  While there are no guarantees in predicting how the markets will perform in the future, historically the markets demonstrate many characteristics that can indicate the direction the market will take going forward.  By following these trends, investors can attempt to avoid the carnage of bear markets and capitalize on the opportunity of bull markets.

South Beach Capital Management, LLC is just such a firm.  SBCM employs an active investment strategy where we attempt to purchase under-valued assets and sell over-valued assets by employing bottom-up, fundamental analysis on each asset class we invest in.  We also employ technical analysis to determine entry and exit points for each investment.

To learn more about our investment process, and request a free,
no obligation analysis of your current portfolio (click here)

 

 

 

South Beach Capital Management, LLC is a registered investment adviser in the State of Washington.  The adviser may not transact business in states where it is not appropriately registered, or excluded or exempted from registration.  Individualized responses to persons that involve either the effecting of transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.