Sailboat Video

Five 100% Tactical Strategies

The following is an overview video of how Joseph Maas, CFA, CFP®, ChFC, CLU®, MSFS, CVA, ABAR, CM&AA, CCIM manages five different 100% tactical strategies (conservative, moderately conservative, moderate, moderate growth, and growth).

He uses sailboat analogies that are really intuitive and will help advisors and their clients understand how they are managed. To learn more about these strategies or to get info on how you can use them with your clients, email support@advisorsharewm.com.

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