Always Invested - Always Hedged

Mark Sherwin NYSE Floor
Mark Sherwin of Floor or New York Stock Exchange (NYSE)

We recognize that even though equity markets typically go up over time, there are inevitable and unpredictable declines that can often be financially and emotionally devastating.

Gains are only relevant if you keep them.

Our distinct hedged equity investment approach redefines the risk/return profile of equities for long-term investors.

Stay Invested

Equity markets tend to go up over time, and investors need the upside potential of equity markets to reach long-term goals.

However, the trouble with buy-and-hold is that volatility or unstable markets make it hard for investors to know when to buy and difficult for them to hold on, often leading them to buy-and-fold.

Always Hedged

Severe losses and long recovery times can derail investors from their goals, so you should always hedge against market risk.

By definition, “market risk” cannot be eliminated through diversification, though it can be hedged against.”

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Portfolio Risk Analysis


A Portfolio Diversification Tool

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