Portfolio Process & Investment Strategy

 If you are tired of “wall street” predictions and canned
investment products
– we can help!

We don’t think we can predict the market for the next 12 months but we do have a process to capitalize on whatever the world brings us. If you are tired of “wall street” predictions and canned investment products – we can help!

 

We believe a repeatable, quantitative process is a good cure for emotional investing and its associated underperformance. We utilize our repeatable and disciplined investment processes to guide “buy, sell, and hold” decisions which we believe may help to reduce emotional decision making and increase objectivity.

 

We also realize “Buy and Hold” strategies work fine when the markets are going up but generally not so well when they experience major downturns. You deserve an approach that will attempt to avoid large downturns to your portfolio whether you are preparing for retirement, sending your kids to college, or living in your retirement years. At BWM our investment strategies provide unique and dynamic processes for every portfolio we offer.

 

Our portfolio construction process is centered on an approach that can be best described as Fact-Based Investing.  Fact-Based Investing makes no attempt to predict future changes or “the next big thing.” Instead it relies on careful measurements of actual performance to guide portfolio construction. Fact-Based Investing combines trend identification and high-performance portfolio selection to help us pursue our twin goals of prospering in bull markets and being protected from bear markets