Targeted Assets with Tactical Management using Exchange Traded Funds
It is time to think differently about your investments. As you focus on putting the pieces of your financial puzzle together, think about think about what you want from your portfolio in order to meet your retirement needs. We invite you to watch the following short video and read about how Worth Financial Group may be able to help you reach your financial goals.
Portfolio Components
If you could take the very best ideas from across the financial markets and minimize the negative drawbacks, your portfolio might include:
- The upside opportunities of the markets like an annuity without worrying about penalties if you need to access your money
- The potential for growth in the market even in bearish or down markets like a hedge fund without worrying about the transparency of your investments
- Tactical management strategies designed to minimize risk and protect profits actively managed by an experienced team working on your behalf
The goal of Worth Financial Group’s Tactical Portfolio is long term growth throughout all economic cycles. Our management process is designed to exploit market investment opportunities in a variety of assets through the use of Exchange Traded Funds. We believe that you are better served by an advisor that invests in market leading sectors and actively seeks to protect those assets by setting a predefined amount of risk.
Investing Style
So how is Worth Financial Group’s style of portfolio management different from other styles of management?
Many managers invest based on a client’s age rather than on an individual’s unique needs. They invest heavily in equities when a client is younger and then move into fixed income as the client grows older. Many managers also hold assets without regard to changes in the market or the economy with the hope that at some point, one of the many assets they hold will increase in value. This style of management is known as Buy and Hold.
Grow and Protect
Worth Financial Group takes a different approach by utilizing a three step Grow and Protect strategy.
- Seek and analyze sectors and assets that are poised to grow in value and outperform the overall market
- Create timed and targeted additions to the portfolio through fundamental and technical analysis
- Protect profits and limit loss with pre-defined risk management strategies
Many hard earned nest eggs lost a substantial amount of value in the recent financial crisis. Buying and then holding onto investments when the market changes direction or the economy contracts can expose your portfolio to an excessive amount of risk. Recovering from large draw downs can be extremely difficult to overcome, especially as you approach retirement or if you are already in retirement.
The management team at Worth Financial Group believes in managing risk while seeking long term growth opportunities. The approach and decision making is grounded in objective research analysis and the recognition that we are responsible for helping our clients reach their financial goals.
We invite you learn how Worth Financial Group could be the solution for managing your hard earned money. Click on Exchange Traded Funds to learn more about these innovative tools for today’s investor.
