Striving to Tame the Downside
At Silver Edge Financial Group, we take a different approach. We provide proactive wealth management. That means striving to protect your capital with a goal of growing amid changing market conditions.
How do we do it? There are many products out there in the financial world that attempt to minimize your losses while still harnessing market returns. Unfortunately, some of these deliver sub-par performance or use costly hedging methodologies.
We strive to dig deeper to find the products that will work for your needs and deliver a defined outcome. Yes, it takes more work than just putting you in one simplistic model portfolio. But, these strategies perform a critical role: they aim to help preserve your wealth during bear markets. At the same time, our models help to balance returns by giving you exposure to a wider variety of asset classes.
You Don’t Have to Beat the Market to Win
No one can consistently beat the market. Some financial advisors still try, and end up swinging for the fences with your money. Or, they are constrained by the very brokerage firms they work for so end up with limited options. Sometimes they achieve great returns, but often, you find out too much risk was taken only after a significant drawdown.
Fortunately, there is a better way. The right mix of products can help tame the downside while you still participate in some market gains. Losing less in down markets helps preserve your wealth and even out your returns. As your wealth grows, wouldn’t you rather pursue a more conservative growth path with a goal of minimizing losses?
Preparing for Changing Seasons
You don’t head out into a blizzard wearing a t-shirt and sandals. Yet, many expect one simple portfolio to protect them in every market season.
We believe it is far more prudent to prepare for what’s on the horizon. Since we don’t have a crystal ball, we rely on past evidence, present day trends and diversify more strategically.
Instead of just spreading your money around and hoping for the best, we strive to own the right asset classes at the right time. That way, you’re prepared for the season ahead.
And, we don’t wait for a change of season to make changes. We may trade in and out of certain positions in a matter of days or weeks depending on various inputs and data. Sunshine may yield to blustery snow squalls and we want to be dressed appropriately.
Why Work with Silver Edge Financial Group?
We’re a fee-based advisor offering comprehensive and personalized financial planning and investment management. We use innovative strategies that will strive to protect your money and aim to achieve more consistent returns. We don’t do this alone. We rely on the collective wisdom of experienced portfolio managers. We also collaborate with your professionals to help you work towards your financial goals.
As a Silver Edge client, you are kept informed so you can feel confident about the strategies we employ. And we’re always here to help answer your questions or discuss any financial issue.
Smarter Solutions
Index funds can help you diversify, but when the market drops, your account balances go along with it. This can create too much stress and uncertainty.
At Silver Edge, we construct strategies that help you strive to minimize losses while still aiming to capture most (but not all) market returns. Yes, it takes more time to set up these structures. But we believe this step is critical to help seek preservation of what you’ve worked so hard to build.
The Importance of Independence
We left Wall Street because we wanted to provide our clients with an independent, customized source of financial advice. As fiduciaries, we strive to do everything in your best interest. And we prioritize risk management with a goal of preserving your capital.
Prioritizing Client Support
Some financial advisors don’t call you unless you call them first. We’re the opposite. You’ll hear from us frequently, and we’ll schedule quarterly virtual meetings with you, so you can feel confident about your holdings. Have a question or concern? We’ll call or email you back the same business day. Have an investment idea? We’re always happy to discuss and explore it. And you’ll never get an extra bill for these additional services.
