Searching for a Way to Minimize Volatility
We manage money to help
Savers and Investors
Grow and Preserve Wealth
Savers and Investors
Grow and Preserve Wealth
Managed Risk Strategies
Goal is to help to minimize volatility
We are part of a growing community of advisors who believe the use of “risk management tools” are needed in order to maneuver through the type of uncertainty from all over the world that we believe have and will continue to create extreme volatility.
It’s paiful to watch the value of your life savings drop, which is why we’ve spent years working with tactical Risk Managed money managers.
WHY LIMITING LOSSES IS IMPORTANT
The rate of return it takes to make up a loss is always greater than the loss itself.
We feel it’s always important to curb losses as it’s tough to make them up. For example, if you lose 30% in a year, you would need to make 43% to get back to where you started. Many of our clients are in retirement and taking income. The impact of losses can be even greater when you are withdrawing from your retirement savings.
We believe the importance of a sound investment process cannot be overstated. We feel a good strategy should provide solid results over time. We think disciplined investing is not just about waiting for something good or bad to happen, it’s about finding opportunity and making investment decisions that protect your principal when appropriate.
We believe the greatest attribute an investor can possess is the ability to be objective. While we can never stop all downturns, we believe if you utilize tactical managers that follow their systems, it’s possible to see better results over time.
When Utizing Tactical Management it’s important to try to attempt the following:
Have Exit and Entry Signals
Have Stop Losses in place, and They Follow Their Signals
Have Stop Losses in place, and They Follow Their Signals
Is a managed volatility strategy
right for you?
Investors can invest exclusively in the Managed Volatility Strategy or they can add it to a broader portfolio to potentially lower it’s overall volatility. We believe managed volatility may be appropriate if you:
Minimize risk
Seek to minimize
risk while still growing your
investments
Long Term
Have a
long term
investment horizon
Stock market
Want to invest in the stock market, but would be more comfortable if you could limit the downturn volatility
MANAGED RISK STRATEGIES
We work with a TAMP –Â ”Turnkey Asset Management Program” that allows us to help you choose from numerous money managers and management systems. We have chosen to work with tactical money managers that have risk management built into their strategies.
While we can not guarantee performance, the difference is that all the managers we work with, have an “exit strategy” and a “re-entry strategy”
in order to try to reduce volatility.
While we can not guarantee performance, the difference is that all the managers we work with, have an “exit strategy” and a “re-entry strategy”
in order to try to reduce volatility.
Our main objective is to have clients who are tired of a buy and hold (or what we call a buy and hope)
money manager for their retirement assets.
money manager for their retirement assets.
WMS Financial Services, llc.
Mark Turner is CEO of WMS Financial Services. He is a retirement planner creating unique plans for each individual he works with. Insurance products (are offered through WM Strategies & Insurance Svcs Corp.), include Annuities, Life Insurance and Chronic Illness Protection. He believes in a balanced approach to planning as well as taking care of you throughout your life.
A goal without a plan is just a wish
Antoine de Saint—Exupery
Disclaimer
Advisory services are offered through Wealth Management Strategies Financial Services, LLC dba WMS Financial Services, an Investment Advisor in the State of California. Insurance products and services are offered through WM Strategies & Insurance Services Corp, an affiliated company. All content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Nor is it intended to be a projection of current or future performance or indication of future results. Purchases are subject to suitability. This requires a review of an investor’s objective, risk tolerance, and time horizons. Investing always involves risk and possible loss of capital.
It should not be assumed that the methods presented will be profitable or that they will not result in losses. This communication is for information purposes only and should not be regarded as an offer to sell or as a solicitation of an offer to buy any financial product, an official confirmation of any transaction, or as an official statement of WMS Financial Services, LLC.