GGI Protected Growth PortfoliosTM
Offense wins games, defense wins championships
After the global financial crisis in 2008, we came away with the belief that our markets had fundamentally changed, and common investment beliefs needed to be challenged. There had to be a better way to manage assets than following the academic theories that support riding the market waves up and down hoping it all works out one day. Our search for a better way lead us to Quantitative Trend Analysis (QTA).
QTA is fact-based investing that studies current and historical trends of supply and demand in the capital markets. It then assigns probabilities of those trends gaining momentum or completely reversing. These probabilities guide our tactical investment decisions. Our tactical investment decisions are made without emotion or second they offer, and offer our clients peace of mind knowing that they will be fully invested in great markets, partially invested in turbulent markets, and completely in cash during really bad markets.
It is our obligation, as Fiduciaries, to invest assets in the best interest of our clients, putting their interests ahead of our own.
QTA challenges the more common academic theory-based investing model (buy and hold asset allocation) and prediction-based investing model (market-timing).
How does QTA Work?
Our research tracks 36 different investment categories, recording and analyzing every move in the market. From this data, our technical indicators guide our investment decisions, whether to be fully invested, partially invested, or completely in cash during more turbulent markets. Our indicators give us triggers to either buy or sell a particular investment option based on the trend that is unfolding specific to that sector or asset class.
- Our first priority is the protection of your principal.
- Our second priority is the growth of your assets.
By leading with defense, we strive to minimize the impact of major market fluctuations to your retirement savings. This creates faster recovery time after bear markets, and positions you to realize new highs much more efficiently.