The RMS strategy combines active and passive strategies to participate in up-trends, but can become defensive amid higher market volatility.
We believe the most important risk to individual investors is portfolio value declines due to improperly managed risk. Risk Mitigation Strategy (RMS) seeks to manage those declines within pre-defined limits, while at the same time aiming to optimize return. If you are in retirement or 5-15 years from retirement, your money is too important to simply accept unnecessary portfolio declines. This is why we built and utilize our RMS Strategy. We believe that managing downside, best positions investors for forward looking success.
No strategy assures success or protects against loss.