DIVIDEND / CASH FLOW DISCIPLINE
One Wealth will diversify among asset classes that may offer dividends/income*.
- Blue Chip stocks
- Convertible Bonds
- Municipal Bonds
- Global Bonds
- Corporate Bonds
* Dividends are not guaranteed to be declared.
WEALTH PRESERVATION / DISTRIBUTION PLANNING
Once the preservation of wealth becomes more important than growing it, other strategies may come into play. One Wealth uses innovative processes to help measure each clients’ need for retirement income while providing guidance on how to combine the appropriate products and strategies to help maximize income during retirement.
- Fixed Immediate Annuities
- Brokered CDs
TACTICAL ASSET ALLOCATION DISCIPLINE
One Wealth uses Relative Strength to overweight the strongest asset classes and underweight the weakest.
We believe in diversifying among the various asset classes:
- Large growth
- Large value
- Small cap
We will assess risk at ALL times and attempt to:
- Raise cash when risk levels are high
- Reinvest cash when risk has diminished
Be bullish at the bottom of markets and bearish at the top
Diversification and asset allocation do not guarantee positive results. Loss, including loss of principal may result.