Our primary focus is asset preservation. Regardless of the highs and lows in the stock market, we strive to earn a positive absolute return. To do this we may use one or more of the following strategies:
- Exit stocks when our primary long-term indicators tell us we are at risk of a severe decline
- Use non-correlating assets to balance and minimize losses
- Hold a large cash position if conditions warrant caution
- Utilize the power of compounding consistent annual gains to grow your portfolio
We easily survived the 2001 and 2008 bear markets with minimal losses following our disciplined approach.
Using CIA’S Asset-Building Strategies, we have experienced unrivaled client retention ratio. We have never lost a client due to portfolio losses.
We often use no-load, no transaction fee mutual funds and exchange traded funds (ETFs) that have zero trading fees in order to minimize costs to you. CIA also invests in stocks, commodities or foreign currencies, and in any vehicle where we see opportunity, including buying the market long or short.
CIA is an independently owned, registered investment advisory practice without the bureaucracy of a large financial service house. We work for the client, not for the broker dealer; therefore, we have no obligation to sell house-owned inventory or fill quotas. Our advice is totally objective and always in the best interest of our clients, their personal portfolios and financial plans.
As with any investment strategy, there is no guarantee that we will achieve our goal, and past performance does not guarantee future results.
|
© 2011 Capital Investment Advisors, Inc.
|
|
