At Tradewinds we offer our clients two different investment management styles. These styles differ in their allocation percentages to numerous asset classes, in their level of responsiveness to changing market conditions and in their sensitivity to fee and tax considerations.
Bellwether Investment Management Style
The Bellwether Investment Management Style has a primary focus on broad passive diversification, low investment management fees and low portfolio turnover (to reduce taxable transactions within the account).
This investment style would be most appropriate for someone who possesses a core investment belief that low investment management fees and a passive investment approach are important components to investment success.
Tradewinds Investment Management Style
The Tradewinds Investment Management Style has a primary focus on a quantitative approach to asset allocation/investment management utilizing large tactical overweight/underweight asset allocation decisions. These quantitative decisions are based upon a backward looking momentum view of the financial markets.
This investment style would be most appropriate for someone who possesses core investment beliefs that as market conditions change, the portfolio allocation should also change to match the new market environment.
The Waypoint Investment Management Style
The Waypoint Investment Management Style has a primary focus on a more traditional asset allocation/investment management approach utilizing a static/passive approach for the core of the allocation and tactical/active investment management approach for the remainder (non-core) of the allocation for various asset classes. The tactical overweight/underweight asset allocation decisions for the non-core portion of the allocation based upon a backward-looking momentum view of the financial landscape.
This investment style would be most appropriate for someone who possesses core investment beliefs that tactical/active approach to asset allocation can add value to the investment decision process but who also believes that low investment management fees and a broadly diversified portfolio in core asset classes are important components to investment success.
Please Note: Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended and/or undertaken by Tradewinds), or any non-investment related services, will be profitable, equal any historical performance level(s), be suitable for your portfolio or individual situation, or prove successful.