STOCK PORTFOLIOS

As an investment advisor and money manager, we use a tactical asset management approach to stock investing. Tactical management is a disciplined, dynamic strategy that that attempts to improve the risk adjusted returns of a portfolio by avoiding or limiting losses. At TADA Wealth Advisors we take a hands on approach to managing stock portfolios for our clients.

Using a proprietary analysis approach, we seek to identify under valued stocks with strong fundamentals that are gaining momentum with mutual fund and hedge fund managers. Our goal is to help provide portfolio growth with reduced risk. We believe that a tactical approach and investing in stocks with strong fundamentals helps manage long-term risk.

Once selected, the stocks added to the portfolio are monitored for movements, either to the upside or downside that offer opportunities to adjust the position size to help maximize gains and minimize losses. Tracking broad market indicators helps us to seek to avoid large market drops before the occur.

The TADA investment committee watches the market daily analyzing the macro and micro market environment by tracking moves in broad sector ETFs, specialty ETFs and individual equities. When opportunities emerge or danger looms, we act quickly and decisively by establishing, increasing, reducing or eliminating client positions across the board. In extreme cases, we will move 100% into cash to help preserve portfolios.

The strategy looks for stocks that offer the potential for significant upside with limited downside either through an extreme value proposition or a significant overreaction to the downside resulting from a specific corporate event.

At the core of our strategy is our ability to move into cash and avoid all exposure to a downward trending market. Although an extreme move such as this is not employed often it is an integral component of a tactical strategy.

The strategies we implement are multi-year strategies and are difficult to assess on a one- or two-year basis. Our goal is to provide the best risk adjusted returns when compared to the S&P 500 over a 3 to 5-year period. When investing in stocks, it is not only what you do own but also what you don’t own that determines investment success.

As licensed fiduciaries and investment advisors, we trade with full discretion over client stock accounts. This allows us to be nimble and proactive when our analysis signals action is necessary.

Transparency and timely communication are core value at TADA. Clients receive email notifications when any trade in made in their accounts and regular reviews are held to ensure our clients involved and aware of their portfolios performance.

For a free, no commitment portfolio review, call us today (262)256-0312

The S&P 500 Index is an unmanaged index of 500 stocks used to measure large-cap U.S. stock market performance. Investors cannot invest directly in an index. Index returns do not reflect any fees, expenses, or sales charges.