MANAGING RISK TO MAXIMIZE RETURNS

During the 2008 financial crisis, we observed that the old adage of "buy and hold" does nothing to safeguard clients from a market crash, and diversification is a weak buffer at best. We wanted to not only protect clients from devastating losses, but also help improve performance. After many years of searching, we found the solution: tactical asset management. Tactical asset managers have the unique ability to protect clients by switching to an all-cash position in a crisis; also, they can use systematic trading and leverage to significantly beat performance benchmarks. At Portfolio Medics OC, our focus is on managing risk to maximize returns, even in tough times.