The Strategies
We provide a robust money management platform comprised of well-diversified, rules-based portfolios. We offer separately handled accounts powered by money managers (sub-advisors), who pursue a complementary risk-managed philosophy. This broad selection allows for effective long-term strategies customized to each investor’s specific risk/reward profile.
Our three unique Stop Loss portfolios (Conservative, Moderate,and Aggressive) are designed to steer us in the right direction when the market shows deterioration, by employing our proprietary stop loss strategy. When the market is recovering, we utilize our mechanical re-entry methodology that has a comprehensive marketing platform to help you prospect.
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– Robert Jonson
The Stop Loss Portfolio
We have exclusive access to three unique Stop Loss portfolios (Conservative, Moderate, and Aggressive) that steer us in the right direction when the market shows deterioration, by employing our proprietary stop loss strategy. When the market is recovering we utilize our mechanical re-entry methodology that has a comprehensive marketing platform to help you prospect.
We use an equal weight ETF (RSP) for the equity portion of the portfolios giving us exposure to the U.S. Equity markets. Recently there was a great article in Consumer Reports Money Advisor in June of 2014 illustrating how the equal weight S&P has outperformed the S&P 500 market weight by 50% since the first full year it was available (1990).
Choose your risk tolerance.
Aggressive
Moderate
Conservative
50% retracement Buyback
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We’d Love to Help You With Your Financial Plan
Address
1234 Divi St. #1000
San Francisco, CA 94220
hello@divifinancialadvisor.com
