Hi, my name is Chris Kline. I’m a Portfolio Manager for Capstone Wealth Management and I actively manage over $104,000,000 of client assets who range in age from teenagers to some folks well into their 80’s.
One major difference that you’ll quickly notice in listening to any of my radio shows and podcasts is that I don’t subscribe the old Wall Street story telling and pie chart selling (60/40 etc.) garbage. That’s not asset management and none of that protects you from major losses. Instead, I’m a student of Risk Management and I focus on understanding Growth and Inflation through the lens of the Rates of Change (RoC).
Through my partnership with Hedgeye Risk Management, I employ a “go anywhere” strategy of asset management. This simply means we are not confined to the Wall Street staple of 60/40 in US stocks and bonds.
“Old Wall” firms that pitch “buy and hold” or are always telling you to “buy the dip” simply don’t have your best interests at heart! Make no mistake, Wall Street is the in the business of selling you stock NOT helping you manage your money, and certainly not helping you PROTECT your money. When was the last time you heard any Wall Street analyst on CNBC or other major financial news network telling you to sell something BEFORE is falls? Rare…if ever.
Not at Capstone Wealth Management. Our focus is to help you protect AND grow you and your family’s hard-earned capital. We do this by employing the Hedgeye multi-factor, multi-durational modeling system that focuses on identifying where we are on the economic sine curve. This then allows for a broadly back-tested system of identifying the best asset allocations for the economic cycle that we are in, allowing you to be a real full-cycle investor.
The math of the markets only understands rates of change. If the conversation about investments don’t start and end with numbers and a mathematical perspective…it is irrelevant. Valuations are an opinion and therefore irrelevant. Wall Street Bull/Bear “Surveys” are opinions and therefore irrelevant. What matters is the acceleration to or the deceleration from a base effect the speed at which that acceleration or deceleration is occurring. While the “number” matters, what really matters is the Rate of Change. Without an understanding of that basic principle, Wall Street will never make sense. Which, frankly, is fine by me, since those are the uninformed people we’re playing against!
Ready for a better way? Good…you’ve found the right spot. Come join our family!
