16100 Swingley Ridge Road
Synonyms – Security, Preservation, Conservation, Shelter
In everything we do we strive for some level of protection. Regarding portfolio management our tactical approach to investing seeks to allow our clients to win by not losing. Sometimes it involves protecting against outliving one’s assets. Other times protection involves insurance to protect against the adverse financial effects of pre-mature death or an unexpected health related event, etc.
Investing involves risk including loss of principal. No strategy assures success or protects against loss. Insurance guarantees are based on the claims paying ability of the issuing company.