Is It Time to Get More Defensive?

Is It Time to Get More Defensive?

We often hear from clients who want to know how their hard-earned investment gains will withstand market corrections. Chief Investment Officer Jim Lowell discussed this topic in our recent quarterly webinar*: Investing Through Impeachments and Trade Wars.

Please enjoy the excerpt above and click here for the full webinar replay to hear more.

* * * * *

Jim Lowell: Because the concern of getting more defensive, now or later, when we do when we don’t… it’s something that is a constant source of debate among the investment research team. And right now, I don’t think we’re seeing anything that would suggest that we need to become more defensive today or tomorrow in our overall portfolio positioning. But if you look at your portfolio and others look at their portfolio they’ll see that we already have defensive positions in place.

Jim Lowell: And of course, a lot of what we do in terms of asset allocation, determinations, depending upon your risk tolerance, your goals, your income needs, is to align the asset allocation with that tripartite concern of every individual client here at Adviser Investments. But another thing that we do is we’re constantly screening the managers that we invest in alongside of you, not just for their return capabilities, but for their risk management skill set.

Jim Lowell: There’s not a manager that we invest our money in, your money in, whose bear market track record, whose recession track record, whose down market days versus up market days in the calendar year track record we don’t know backward and forward and haven’t spoken with directly about those issues. So we at Adviser Investments for 25 years have always said that we focus first on managing risk, and second on delivering return. If you get the first part of that equation right for long-term investors, you’re almost always going to be better off.

* * * * *

Click here for a replay of Investing Through Impeachments and Trade Wars. Please contact us at (800) 492-6868 to learn more about comprehensive wealth management solutions.


* Webinar recorded after the market closed on October 30, 2019.

This material is distributed for informational purposes only. The investment ideas and opinions contained herein should not be viewed as recommendations or personal investment advice or considered an offer to buy or sell specific securities. Our statements and opinions are subject to change at any time, without notice and should be considered only as part of a diversified portfolio. Mutual funds and exchange-traded funds mentioned herein are not necessarily held in client portfolios. Data and statistics contained in this report are obtained from what we believe to be reliable sources; however, their accuracy, completeness or reliability cannot be guaranteed.

You may request a free copy of the firm’s Form ADV Part 2A, which describes, among other items, risk factors, strategies, affiliations, services offered and fees charged.

Past performance is not an indication of future returns. We do not provide legal or tax advice, nor sell insurance products. Tax, legal and insurance information contained herein is general in nature, is provided for informational purposes only, and should not be construed as legal or tax advice, or as advice on whether to buy or surrender any insurance products. Always consult an attorney or tax professional, or licensed insurance professional regarding your specific legal or tax situation, or insurance needs.

© 2019 Adviser Investments, LLC. All Rights Reserved.