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Our Discipline

By determining in advance of making investments what our clients Risk Profile and Volatility acceptance is, we place a predetermined downside percentage stop loss. Which if violated automatically sells/exits the position or strategy regardless of emotional connectivity. This is an attempt to remove emotion from the investment equation. It does not, however, protect the client from experiencing losses in a market correction.

10% or 15% that is the question?

This number represents the percentage downside stop-loss we place on the individual holdings/investments. In our internally managed accounts held at TD Ameritrade this is done by placing electronic trailing stop-loss orders on each position after its initial acquisition. For all other investments we work with the providers to determine how best to implement this process based on their internal controls. Not all third party providers allow us to overlay our Process & Discipline, therefore those assets are subject to the management style of the provider.

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