If you were driving through the mountains and it started snowing, you might find it prudent to shift gears and proceed at a slower speed until the conditions improve. That's how we manage our portfolios.
We use a flexible investment management style with a long-term view. An investment professor might describe it as "Tactical Asset Allocation." Our clients might describe it as changing the makeup of the portfolio in response to changes in the economy or "shifting gears" from time to time.
Our style of "shifting gears" is not as active as day-trading or as
drastic as the all-in-or-all-out style of market timing. On occasion,
we may execute some short-term trades if we feel it is warranted
but these instances are fairly rare.
In addition, our approach integrates financial planning and estate planning
with investment management to help our clients successfully balance their
various needs for creating wealth, managing risk, and making sure their
affairs are set up to efficiently transfer to their heirs one day.
Capital Portfolio Advisors, Inc.
67 Rhoads Center Drive
Centerville, OH 45458
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