One major difference that you’ll quickly notice in listening to any of my radio shows and podcasts is that I don’t subscribe old Wall Street story telling and pie chart selling (60/40 etc.). That’s not asset management and none of that protects you from major losses. Instead, we're students of Risk Management and we focus on understanding Growth and Inflation through the lens of the Rates of Change (RoC).
Through our partnership with Hedgeye Risk Management, we 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 networks telling you to sell something BEFORE is falls? Rare…if ever.
Not at Capstone Wealth Management. We actively manage your portfolio(s) using a "Long / Short" strategy to help you achieve your goals. While some may view that as "short term", the reality is that you cannot be a great long term investor if you're not good in the short term first!
