Our Process
Building Stronger Portfolios
Our Power Investing process is central to our values and takes a top-down, data-driven approach to find the relative strengths and weaknesses in the markets. One of the best parts of the process is that it works well in any environment we find ourselves in.
Today’s investment markets bombard investors with so many variables pushing and pulling for both attention and capital. While it is easier and cheaper to invest in the markets, it is more difficult than ever to figure out where to invest your assets. It is so overwhelming that many individuals and advisors have stopped trying.
We developed a game-changing process that allows us to sidestep the market and media narratives and drill down into the markets to find out what is really going on.
The better we invest your portfolio, the easier decisions become as we help guide you on your financial journey.
Why power investing?
The Power Investing process was created out of necessity. After navigating most of the 1990s and the tech wreck of 2000, I learned that the markets often don’t follow the institutional rhetoric passed down through the advisors or financial media. Buy and hold strategies often had an agenda, and it didn’t align with our clients’ goals of growing and protecting their nest egg.
I wanted to do more than console my clients through bear markets and felt there was a better way to add real value to my clients’ lives. I have spent the better part of the last two decades building an investment process, including the best relative strength components, to manage our clients’ assets through all market environments.
We just couldn’t settle for leaving our clients at the whims of the market in an ever-changing world, and that decision is paying off.
Consistency Counts
Many investors are accustomed to portfolio reviews at a predetermined date or time frame, but at Relativity, we take a more hands-on approach. We stay on top of the market’s macro changes and internal rotations to guide us in our portfolio strategies.
Adjusting portfolios based on a date in time has never made sense to us. We prefer to let the markets tell us when it is time to make changes. Whether there is a new opportunity afoot, time to stay put for a slow period, or time to reap the harvest while a position is ripe, consistently knowing where all the market segments and sectors currently stand is an advantage for long-term growth.
Changes in the market’s relative strength and weakness help give a deeper and more reliable view under the hood, often varying substantially from the current narrative.
Our insight drives the tactical adjustments we make throughout the year based on risk versus reward analysis in current conditions.
Discretionary INputs
We bring decades of financial and market experience to your portfolio every day – not at some regularly scheduled check-in. We have devoted tens of thousands of hours to learning how the markets work and many of the variables that affect them over time. While no one can ever account for every variable, we know that history rhymes more than it repeats. That is why we provide the discretionary input in portfolios – to be ready and thoughtful when it is clear history could be taking a detour.
We’re not here to make outlandish promises about returns. Instead, we offer a consistently applied, powerful, yet simplistic data-driven process – combined with over 26 years of market experience – to grow and protect your wealth.
