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How Series 65/66 Holders Grow & Protect AUM Using

All-Weather Investment Strategies

   18th February 2022 by Gareth

   18th February 2022 by Gareth

As an advisor, nothing is more devastating than watching clients absorb big losses to their retirement accounts. Not only do you have to talk them out of making rash decisions, but you have to witness your income from fees drop too. It’s no surprise why some advisors leave the industry for good after a stock market crash.

But what if you could leverage volatility to your advantage using all-weather investment strategies? And what if it could help you grow and protect more AUM?

Perhaps the answer can be found by following in the footsteps of investment advisory boutiques. These uniquely-positioned firms strive to help investors preserve and build wealth using an active approach to portfolio management.

The Case For Active Portfolio Management

The average advisor in America typically offers clients one investment strategy — allocate funds into various stock and bond asset classes, then hope for the best. If the stock market crashes, clients are told to ride it out with the hope they’ll eventually reach their financial goals. If they don’t, market conditions outside your custodian’s control are to blame.

Boutiques on the other hand, aim to deliver clients consistent risk-adjusted returns over a full-market cycle. This is done by executing distinct, well-defined, and repeatable investment processes that are typically out of reach of the average advisor.
At Portfolio Medics, we believe investment success should not be tied to uncontrollable forces such as stock market volatility. This is why we aim to protect client portfolios by moving to cash before a catastrophic market decline, and even seek to capitalize on downturns through the use of funds designed for this purpose.

One way we attempt to achieve this is through the use of specialty fund families such as Rydex. Rydex offers both long and inverse funds that can be traded frequently as opposed to the majority of funds that discourage frequent trading. These specialty funds provide us with the opportunity to manage volatility in our client's accounts and even profit during market declines.

Don’t Leave Success To Chance

If you’re a Series 65/66 holder looking for a competitive edge, greater flexibility, and ways to succeed in all market conditions, then get in touch. We are currently seeking new representatives to join our team. All our positions are 100% remote. Click the button below and select the time which works best for you.

Don’t Leave Success To Chance

If you’re a Series 65/66 holder looking for a competitive edge, greater flexibility, and ways to succeed in all market conditions, then get in touch. We are currently seeking new representatives to join our team. 

All our positions are 100% remote. Click the button below and select the time which works best for you.

Copyrighted 2022
All Rights Reserved
Copyrighted 2022
All Rights Reserved
Portfolio Medics is an SEC-registered investment advisory firm. 
27499 Riverview Center Blvd Bonita Springs, FL 34134 
Phone: (239) 444-1766

Advisory services offered through Portfolio Medics.

Views expressed by Portfolio Medics are theirs alone. This summary is for informational purposes only and shall not constitute advice and are not an offer to buy or sell, or a solicitation of any offer to buy or sell investment products. Different type of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either by suitable or profitable for your portfolio. All investment strategies have the potential for profit or loss and past performance is not guarantee of future success. Economic factors, market conditions, and investment strategies will affect the performance of any portfolio and there is no assurances that it will match or outperform any particular benchmark. Past performance is no guarantee of future performance or profitability. The types of investments discussed also do not represent all the securities purchased, sold or recommended for clients. Stated information is derived from proprietary and non-proprietary sources that have not been verified for accuracy or completeness. While the firm believes this information to be correct, we do not claim or have responsibility for its completeness, accuracy or reliability.