Forget the Pie Chart!
Chances are if you have ever sought advise from an investment consultant, you may have been presented with a colorful pie chart recommending that you alocate your assets according to a pre-determined model, based on your investment objective, age, risk tolerance, and time horizion. 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 Investment Services, we actively manage our clients' 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. Futher 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 potententially mitigate risk. Most importantly, it adapts to economic and market changes, whick keeps your portfolio from being stuck in one spot while the world moves on and leaves you behind.