Advance and Protect
The number and diversity of investment choices available today are simply staggering.
The days of simply buying and holding a portfolio of stocks, bonds, or mutual funds
are long gone. Now, you must choose from dozens of asset classes with broad diversification
that may help protect your portfolio against today’s extreme market volatility.
Carson Wealth Management Group and its principal Ron Carson, have been consistently
recognized by Barron’s as one of the nation’s top wealth management firms. The Carson
Wealth Managed Account is a discretionary asset management account that allows us
to pro-actively manage your account. Here is a look inside our new investment strategy.
4-Step Investment Management Process
- Step 1: Create portfolios based on asset and sector classes believed to be in a
long-term uptrend. Identify and capitalize.
- Step 2: Monitor and evaluate non-proprietary investment vehicles for utilization
in your portfolios.
- Step 3: Utilize multiple quantitative analysis tools to optimize our buy/sell decision-making
- Step 4: Monitor and evaluate legal insider trading activity to enhance market entry
and exit points. Track what company insiders are doing with their own money.
Asset Classes and Sectors
Using our managed account, you’ll gain access to a broadly diversified list of asset
classes and investment sectors. Since our worldwide economy is dynamic, this list
of investment options changes on a regular basis. We are continuously monitoring
the investment landscape to try to identify tomorrow’s winners today. Here are just
a few examples of asset classes and investment sectors that are part of our investing
- Preferred stocks
- Large capitalization stocks
- Emerging market securities
- Market neutral strategies
- Convertible bonds
- Treasury Inflation-Protected Securities
- Municipal bonds
- High-yield bonds
- Corporate bonds
- Government securities
- Precious metals
- Managed futures
- Master limited partnerships
The recent turmoil in the worldwide financial markets has reiterated the need for
diligent risk management. Our managed account allows us to more effectively monitor
the risk level in the market. When we believe the risk is too high, we have the
capability to take action to try to mitigate that exposure on your behalf.
As investment analyst Louise Yamada said, “There are two kinds of losses. A loss
of capital and a loss of opportunity; but there will always be another opportunity
if you protect capital.” We are very conscious of trying to protect your money during
times of anticipated negative volatility. That way, we will have capital to invest
when new opportunities arise.
We are excited about the opportunity to serve you. We believe this partnership will
help maximize your investment results while offering the personalized service you’ve
come to expect.
There is no guarantee that a diversified portfolio will enhance overall returns
or outperform a non-diversified portfolio. Diversification does not ensure against
market risk. No strategy can assure a profit or protect against loss.