Forget the Pie Chart!
Chances are if you have ever sought advice from an investment consultant, you may have been presented with a colorful pie chart recommending that you allocate your assets according to a predetermined model, based on your investment objective, age, risk tolerance, and time horizon. This type of passive investment management allocates investments among a broad array of assets for an extended period of time regardless of market conditions.
At Kiker Wealth Management, we actively manage our client’s portfolios based on a strategy whereby exposure to different asset classes varies based on changing economic and market condition.
We believe there is a time to be on offense and a time to be on defense. When risk levels are low, we want to be in a wealth-accumulation mode and when risk is high, we want to be in wealth-preservation mode. To ascertain the overall risk in the market, we use a method of technical analysis that measures the supply and demand relationship for more than 40 broad sectors of the market. Further analysis enables us to determine which asset classes present the greatest momentum and growth potential. Please note that no strategy ensures a profit nor protects against loss.
Our investment strategy is designed to measure, manage, and potentially mitigate risk. Most importantly, it adapts to economic and market changes, which keeps your portfolio from being stuck in one spot while the world moves on and leaves you behind.
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which investment(s) may be appropriate for you consult Paul Kiker, Jr., or your financial consultant, prior to investing.