Investment Process
Our "Active Strategies":
An Alternative to Traditional Buy & Hold
While we offer a wide range of investment options, including both traditional buy-and-hold strategies and active management approaches, our "Active Strategies" are a cornerstone of Balanced Asset Management. This approach is designed to help clients manage risk while participating in growth opportunities that arise in an ever-changing financial landscape.
Buy-and-hold strategies can be effective for long-term investors, particularly during extended periods of sustained market growth such as those experienced in the 1980s, 1990s, and 2010s. For many investors, this approach can play an important role within a well-constructed portfolio. However, different market environments may call for different strategies, especially during periods of increased volatility or prolonged market downturns like those seen in the early 2000s.
Our active management methodology emphasizes adaptability and responsiveness to market conditions. We continuously monitor price trends and market data to identify companies and asset classes demonstrating relative strength. Using proprietary research and disciplined investment models, we make recommendations based on these observations. When favorable momentum is not present, our models adjust accordingly and may reduce exposure or, when appropriate, move defensively into cash.
By offering both buy-and-hold and active strategies, we are able to tailor investment approaches to each client’s goals, risk tolerance, and market conditions—proactively responding to change while remaining focused on long-term objectives.