Stock Market Risk

Advisor Shares Wealth Management's Platform Manages Risk First

When using the AS WM platform, you are using one that looks first and foremost at managing risk.

Why? Because the “buy and hold” strategies that worked in the past have proven inadequate to 21st Century challenges:
  • From 2000-02 the S&P declined 47%; the NASDAQ declined 78%.

  • From 2007-09 the S&P declined 56%.*

Since bottoming out in March 2009, the S&P 500 and the stock market, in general, have gone on a bull market run. No one can predict when that will end or when the next big downturn will occur, but investors can make a choice about how they want their money managed.

The options are fairly simple: 1) “Buy and hold” strategies that most certainly will decline significantly in the next stock market crash or 2) “active money management” where managers are managing risk first in their strategies.

If you are of the mindset that you would like your investments to be actively managed in an effort to reduce risk, contact us to learn more about our multi-manager approach to managing risk in the stock market.

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Are you assessing the true risk of your client’s portfolios?

Most consumers have no idea of the true risk of their investments in the stock market. Our RIA uses OnPointe Risk Analyzer to score the risk of a consumer’s current portfolio. We then compare that score to the client’s personal risk score to see if they are in “alignment.”  Most will NOT be in alignment at which time we’ll look at our model portfolios to determine which ones are in alignment and will be more suitable for the client (in an effort to help them achieve better risk-adjusted returns).

SAAM – Are you assessing the true risk of your client’s portfolios?

A SAAM is a Strategically Aligned Asset Manager. The SAAM model is a new process to deliver clients a better investment experience. AS Wealth Management is a Strategically Aligned Asset Manager (SAAM). We align with top financial advisors all over the country to deliver portfolios built with reasonable returns, with reasonable risk, and over reasonable time periods. The investment management process is integrated with the financial planning process.

To learn more about our model portfolios designed to hedge risk and provide superior risk-adjusted returns, click here.

*Numbers from Yahoo Finance.

FOUNDATION

Prepare wills and trusts
Evaluate insurance needs
Review cash flow budget

SHORT-TERM

Emergency fund
Liquid investments
Start building portfolio

MID-TERM

Wealth accumulation
Pay college expenses
Start a business

LONG-TERM

Retirement
Sell a business
Leave an estate
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