Investing and investment management should be easy – just buy low and sell high – but most of us have trouble following that simple advice. There are principles and strategies we follow at Alloy Wealth Management to help enable you to put together an investment portfolio that best reflects your risk tolerance, time horizon, and goals. Understanding these investment management principles and strategies can help take the guesswork and emotion out of investment decisions.

We are experienced in investment management, and we’ve lived and worked through many market cycles–including 2008. We understand how to mitigate stock market risk while benefiting from bull market growth.

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You see, it’s not “will there be” a market downturn, it’s “when” there will be a market downturn. Stock market downturns are inevitable, and that’s why there has to be a clear strategy for your portfolio to help protect your principal during down-market cycles, especially when it comes to retirement planning.

Our strategy is to structure things so that you benefit even when the market goes down. Certain investments like fixed indexed annuities (FIAs), especially no-fee and uncapped FIAs, may help provide portfolio growth along with principal protection. We’ll help you assess and compare portfolio components.

At Alloy Wealth Management, we also provide WealthGuard™ to our clients as a measure of added protection for your investments. As a WealthGuard-equipped investor, we can help you better navigate the ever-changing market with confidence.

When it comes to investment management, you can count on Alloy Wealth Management.