Updated June 17, 2009
There is a phenomenon in investing known as the “Summer Doldrums”. Probably because of trader vacations and warm, sunny days, the market exhibits greater volatility due to the smaller volumes that tend to occur in the summer months. There is a saying that you buy in October and...
2400 SW 4th Avenue, Suite 100
Portland, Oregon 97201
Toll Free : (800) 634-4993
Phone: (503) 222-9737
Email: info@investwithstrategic.com
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The Strategic Difference...
Like many investors, you’ve probably experienced huge losses over the last year. You may be invested in the market, or like many people, you’re in cash looking for a way to get back into the stock market. Is the fear of being blind-sided by another steep correction in the stock market keeping you on the sidelines?
At Strategic Group we are caring financial advisors with an expertise in active investment management. We offer high-quality advice and valuable insight into the world of finance. However more importantly, what we don’t offer is the same old “buy and hold,” mutual fund-focused investing that ignores the fact that watching and “holding on” is an emotional rollercoaster most investors, especially retired ones, cannot tolerate. Our number one goal is managing risk, or what we like to describe as the “sleep-at-night” factor. We listen to our clients, guide them with thoughtful and caring advice, and implement a sophisticated, actively managed investment strategy to help them reach their goals.
We utilize fundamental analysis, technical analysis and trend following techniques to provide intense risk management with an exit strategy and the flexibility to fit each individual client’s investment objectives. In addition to Portfolio/Asset Management, we offer financial planning services.
