Our Investment Philosophy
Advance & Protect Investment Strategy:
A global tactical total return strategy that seeks to secure gains in advancing markets and protect capital in sideways to negative markets.
The 3-Step Management Process:
- Create portfolios based on asset and sector classes believed to be in a long- term up trend based on price and relative strength. Identify and capitalize.
- Monitor and evaluate non-proprietary investment vehicles for utilization in your portfolios.
- Utilize multiple quantitative & technical analysis tools to optimize our buy/sell decision-making process.
As a client of Vision Wealth Management, you will have access to my investment ideas, as well as my recommendations for asset categories for long term investing and asset categories to avoid. We will work hard to be your consultant when you are faced with those critical financial decisions.
As investment analyst Louise Yamada said, “There are two kinds of losses. A loss of capital and a loss of opportunity; but there will always be another opportunity if you protect capital.” We are very conscious of trying to protect your money during times of anticipated negative volatility. That way, we will have capital to invest when new opportunities arise.
We accept a limited number of new clients every year so we can seek to provide the highest level of service possible for everyone. Please know that all personal and financial information is treated with strict confidentiality. Feel free to contact our office toll free at 800-854-0433 or 541-523-0900 with any questions. We look forward to meeting you.
Vision Wealth Management
No strategy ensures a profit or protects against loss. Investing involves risk including possible loss of principal. There is no "right" time to enter or exit the market. Quantitative tools are subject to error and may yield false signals.