Who is protecting your Wealth?
Nate Roberts
wITH
You have enough on your plate.
Let our team protect your wealth
So You Can Focus On Life.
Rest Easy.
Common Questions
#1
Q: most actively managed funds don't beat the market. Why would I invest with you?
A: You are absolutely correct!
We provide key services that Other investment firms simply do not provide:
1. DOWNTURN PROTECTION
Unlike most firms, our team is in the trenches daily, watching over your investments and proactively protecting against major downturns using derivatives and other tools as “insurance” to hedge against potential threats. Check out our investment history to see how this has saved our clients from market-level losses in the past. Click here for more information.
2. A STRONG TRACK RECORD
Our investment track record is strong. So strong that, while still keeping your investments relatively low-risk (if desired), we can focus your wealth in key investments beyond index funds, often beating the market by several percentage points. There are no guarantees, of course, but our track record speaks for itself.
#2
Q: Why do you focus so much on defending against Market downturns? Doesn't the market always bounce back?
A: Yes. But it's not that simple.
It bounces back, but Every dollar Lost in a Major downturn Could be twice as hard to recover (or more) compared to simply keeping it in the first place!
Anyone who lost most of their retirement funds in the 2008 financial crisis can relate. The larger percentage you lose, the harder it will be to recover.
Simple Example: Assume you lost $500, or 50% of a $1000 investment in a market downturn. Later, at the bounce, you would need to make up a whopping 100% return on that $500 to get it back up to $1000! That is why it is so much more important to defend against an initial loss than to simply expect it to “bounce back.”
