What Are You Doing To Protect Your Assets?

Market setbacks shouldn’t keep you up at night.

Tactical Management is when a third-party firm monitors an account daily and, upon discretion, adjusts the account in response to market conditions, putting a ‘defensive’ component to one’s strategy when it is justified. This can be particularly beneficial during periods of high volatility or uncertainty in the markets, such as during the 2008 Financial Crisis or, most recently, during the COVID-19 Pandemic.

Although this makes sense for most people, Tactical Management is typically only possible if you have significant account balances. Leveraging strategic alliances and cutting-edge technology, Global View Capital has developed a platform that dismantles the obstacles for everyday investors. This extends assistance where it’s needed most: to the markets frequented by ordinary Americans.

Global View Capital functions as the intermediary between third-party management firms and clients. Our unwavering commitment as fiduciaries prioritizes our client’s best interests, not only in the present but also as they move toward their future financial and retirement aspirations.

The chart below illustrates the concept of hiring a Tactical Manager, wherein long-term signals of AdvisorGuide – a research firm that specializes in providing daily, objective market insight to investment professionals – are applied to show that during specific periods, especially during times of severe market declines, a portfolio may warrant a “Defensive position.” In this case, the chart shows the portfolio invested in Treasuries and money market funds during the down periods.