Active Investment Management
For those who want real downside protection.
Markets flash warning signs. We read them.
The conventional wisdom says "you can't time the market." But you've seen the warning signs. You've watched weather change quickly on the lake, and you know that ignoring warning signs has consequences. Active management means watching those signals and positioning your portfolio accordingly.
Through Portfolio Medics, LLC (a SEC-registered investment adviser founded during the 2008 financial crisis), I provide access to strategies designed to protect against market downturns while still participating in upside. This is about disciplined, systematic decision-making: systematic, disciplined decision-making based on market conditions.
Our approach prioritizes not losing money over capturing every last percentage point of gains. Because recovering from a 50% loss requires a 100% gain just to break even.
Why Active Management?
The benefits of an actively managed portfolio over passive index investing
Downside Protection
Our strategies aim to reduce exposure during market downturns. Not losing 30% when the market crashes is worth more than capturing every percentage point on the way up.
Uncorrelated Returns
A portfolio that zigs when the market zags provides a fundamentally different experience. Your portfolio can hold steady, or even gain, when the S&P 500 drops.
Benchmark-Beating Potential
Active management aims to outperform passive indices over time. While not guaranteed, systematic strategies can identify opportunities that index funds miss by definition.
Independent Custody
Your assets are held by Axos Advisor Services, a qualified custodian. Your money is never held directly by us, providing an important layer of protection.
How Active Management Works
A disciplined, systematic approach to navigating markets
Philosophy Alignment
We discuss your views on active vs. passive investing, your risk tolerance, and your goals. We make sure this approach is right for you.
Risk Assessment
You'll complete a risk profile to determine the right balance of protection and growth. How much downside can you tolerate? That shapes your strategy.
Account Setup
We set up a custodial account with Axos Advisor Services. Your assets are always in your name, held by a qualified custodian.
Active Management
Portfolio Medics monitors markets and positions your portfolio based on conditions. When signals flash, we act. No passive "hope it recovers" waiting.
Tired of watching markets drop and doing nothing?
Let's discuss whether active management aligns with your investment philosophy.