CONFIDENCE IN ANY ENVIRONMENT
The Active Asset Allocation Portfolio (The AAA Portfolio) gives investors the confidence to invest in reaching financial goals and objectives. The AAA Portfolio aims to minimize risk & maximize returns by using a trend-following investment strategy with a diverse set of asset classes. View the complete guide to The Active Asset Allocation Portfolio or view samples of Quarterly Trend Update Newsletter.
The AAA Portfolio includes securities representing the following asset classes:
The AAA Portfolio utilizes a quantitative approach to actively manage a diversified portfolio of asset classes. The approach consists of a trend-following strategy to reduce risk and volatility, and to minimize drawdown (peak-to-trough declines). Little effort is made to forecast future market trends or direction. Rather, The AAA Portfolio seeks to capture profits within the up-and-down trends of any asset class, when and where they develop.
RISK SENSITIVE & COST EFFICIENT
Efforts to minimize risk and maximize capital preservation include diversification across markets, trend-following strategies, and the ability to default entirely to cash or money market funds.
Unlike a “buy-and-hold” philosophy, The AAA Portfolio is managed by Ohanesian / Lecours, Inc., a Registered Investment Advisor, with full authority to invest (or liquidate) funds immediately when trends are observed.
The AAA Portfolio can give many investors the response they need to capture performance in practically any economic environment, while minimizing draw downs in volatile markets. Buying and selling based on a moving average of monthly closes can be an effective strategy for managing the risk of severe loss from major bear markets.
Contact Ronald Lecours to learn more: 800.525.9295 or ron@OL-Advisors.com