“No bull market is permanent. No bear market is permanent. And there are no stocks you can buy and forget. The pace of change is too great.”— Sir John Templeton
TLWM’s investment philosophy is rooted in the belief that, through disciplined investing and proactive management, long-term, risk adjusted returns can be achieved with reduced volatility. Our investment team is committed to seeking maximum results for your hard earned dollars through asset allocation and proactive investment management.
The recent turmoil in the worldwide financial markets has reiterated the need for having a risk management process in place. When we believe the risk is too high, or a recession is coming, we have the capability to take action to try and preserve your assets. The aim of this strategy is to protect your portfolio and have capital to invest when new opportunities arise.
There is no right time to enter or exit a market. There is no guarantee that the investment objective will be met. Investors should consider transaction cost and tax consequences associated with moving positions more frequently.
Investing involves risk including loss of principal. No strategy ensures a profit or protects against a loss.