WHAT MAKES US DIFFERENT
Advance and Protect
The number and diversity of investment choices available today are simply staggering. The days of simply buying and holding a portfolio of stocks, bonds, or mutual funds are long gone. Now, you must choose from dozens of asset classes with broad diversification that may help protect your portfolio against today’s extreme market volatility.
Here is a look inside Larrea Wealth Management’s new investment strategy:
4-Step Investment Management Process
Create portfolios based on asset and sector classes believed to be in a long-term uptrend. Identify and capitalize.
Monitor and evaluate
Monitor and evaluate non-proprietary investment vehicles for utilization in your portfolios.
Utilize multiple quantitative analysis tools
Utilize multiple quantitative analysis tools to optimize our buy/sell decision-making process.
track the public trading activity
We track the public trading activity of key management in selected sectors. We believe this activity can give us additional insight to enhance the investment entry and exit planning process.
Asset Classes and Sectors
Using our managed account, you’ll gain access to a broadly diversified list of asset classes and investment sectors. Since our worldwide economy is dynamic, this list of investment options changes on a regular basis. We are continuously monitoring the investment landscape to try to identify tomorrow’s winners today. Here are just a few examples of asset classes and investment sectors that are part of our investing universe.
- Preferred stocks
- Large capitalization stocks
- Market neutral strategies
- Convertible bonds
- Treasury Inflation-Protected Securities
- Municipal bonds
- High-yield bonds
- Corporate bonds
- Government securities
- Precious metals
- Managed futures
- Master limited partnerships
The recent turmoil in the worldwide financial markets has reiterated the need for diligent risk management. Our managed account allows us to more effectively monitor the risk level in the market. When we believe the risk is too high, we have the capability to take action to try to mitigate that exposure on your behalf.
As investment analyst Louise Yamada said, “There are two kinds of losses. A loss of capital and a loss of opportunity; but there will always be another opportunity if you protect capital.” We are very conscious of trying to protect your money during times of anticipated negative volatility. That way, we will have capital to invest when new opportunities arise.
We are excited about the opportunity to serve you. We believe this partnership will help maximize your investment results while offering the personalized service you’ve come to expect.
There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not ensure against market risk. No strategy can assure a profit or protect against loss.