Wealth Creation & Preservation has developed proprietary quantitative strategies for managing wealth. Our clients' portfolios are constructed with an eye towards total portfolio risk.  Each investment is evaluated relative to the total portfolio.  We concern ourselves with the issues that really matter in developing an optimum portfolio mix: Volatility, Correlation and Expected Returns.

Our portfolios incorporate state of the art investment allocation tools allowing us to examine tens of thousands of possible investment combinations to determine the optimum portfolio allocation for each individual investment.  Through this method we are able to construct a portfolio that has the optimum expected risk and return combination located on the efficient frontier.  The efficient frontier is a graphical representation of all possible portfolio combinations that have the highest return for each level of risk.  It can be shown as the left most edge of all possible combinations with expected return on the y axis and standard deviation on the x axis.  The optimum portfolio is the point on the curve which is tangent to a line drawn from a point on the y axis located at the risk free rate of return.

We then utilize time tested, rational risk management strategies in an effort to reduce total portfolio risk and enhance portfolio stability and long term portfolio returns. We do this using a rule based quantitative risk monitoring system on each investment in our portfolio.  This allows us through tactical asset allocation to increase and decrease a portfolios market exposure at the individual investment level based on market conditions.

We also use, where appropriate, a combination of alternative investment strategies that are not highly correlated to the stock market to enable us to further diversify portfolio risk. This portfolio offering is the combination of multiple short term trading models.  It has a historical low correlation to the equity markets and as a result provides the potential to reduce overall portfolio volatility while enhancing the overall portfolio returns.

Please give us a call to find out more on how we can make a real difference for your financial future.