Dynamic Risk Managed Investing

The investment markets are composed of millions of participants. These participants have different intentions, motives, objectives and goals. It makes for a confusing backdrop. Where do you start? How do you manage this type of behavior?

Dynamic Risk-managed Investing

We respond to shifting market conditions as needed and seek to provide investors with competitive returns while reducing risk through all market cycles.

 

Our philosophy emphasizes access to a wide selection of asset classes in an attempt to reduce volatility over time while exercising short-term vigilance against unexpected events.

We provide you with some thoughts to consider. Yes, the investment markets are made up by millions of participants from all over the world. These participants subscribed to many concepts and theories:

  1. Some of these concepts and theories are fundamentally based on academics principals. The fundamentals are composed of many factors i.e. sales, earnings, revenues, profits, loses, management, taxes, to name a few. These factors are analyzed and broken down to determine value. Is it expensive? Is it undervalued? Is there growth? Is it a distress investment?

  2. Some concepts and theories are based on technical analysis - a methodology for forecasting the direction of prices through the study of past market data, primarily price and volume during a given period of time.

  3. Some participant’s are short term investors others are  long term.  Participants can be individual or institutional. Their intentions short or long term are part of the causation of price fluctuation.  

  4. Global factors, geopolitical, monetary policies..

Strategic Diversification

Adding multiple strategies to a portfolio seeks to provide a level of strategic diversification that aims to bridge the gap between bull market highs and bear market lows.

 

The compounding effect over time of having multiple strategies, each responding differently to various market environments, aspires to narrow the volatility on the path to one’s investment goals.

Managing Investor Expectations

Flexible Plans OnTarget Reporting process provides investors with illustrated tools demonstrating portfolio performance in relation to their personalized investment benchmark.

Investors have online access to:

• Retrieve account documents

• View statements

• Track current allocations and investment expectations

We ask investors to define their investment goal, than tailor our management in an attempt to reach those goals. Each report compares actual performance to each investor’s personal benchmark compiled from research data on their strategies from the past decade. The data is run through hundreds of Monte Carlo simulations and plotted to create a graph illustrating the calculated probability of reaching their goal.

A disciplined investment strategy is an important cornerstone in any financial plan.

A G M Investment Group manages client portfolios through all of life’s stages. We can help with strategies for wealth accumulation, preservation, and distribution. Together, we will develop an investment strategy tailored to your financial goals and concerns. We will review key milestones to ensure your plan stays on course, and we will make recommendations for adjustments, as needed.

Our Clients

Young “Accumulators”: We work with young families and professionals who are saving for the future. We recognize the potential of the clients and stand ready to help them through all of life’s stages. We enjoy building relationships that will last for many decades.

High Net Worth Individuals and Families: At the core of our business, we serve clients who have worked hard to build a nest egg. During their peak earning years and into retirement, we help ensure an investment strategy that supports their financial goals. These portfolios typically start near $2 million.

Regardless of portfolio size or the client’s phase of life, we focus on a diversified investment approach and help our clients maintain discipline through all types of market cycles. A G M Investment Group fee structure is a one percent flat fee for accounts under one million and a negotiated rate above one million.