Strategic Money Management

At WealthCare Partners, we believe there is a smarter way to invest than to just buy and hold for your long-term invested money. Our philosophy is to strategically manage investments to try and minimize downside volatility while seeking to maximize positive returns in up markets.

In our strategic money management, we daily track a variety different market sectors and allocate investments in the sectors we feel have the greatest potential for positive returns. Each individual account is managed in the same manner, whether an account size is $50,000 or over $1 million.

The goals* of WealthCare Partners strategic money management:

• 1st Minimize Long Term Downside Risk
• 2nd Seek to Meet or Beat S & P 500 Returns
• 3rd Diversification Across Market Sectors
• 4th Less Long Term Volatility

We understand that not losing money can be just as important as making it, especially when the market is severely declining. As a result, our strategic management is intended for long-term money with the goal of being fully invested but we have the flexibility to be 100% in cash and bonds during market conditions similar to 2000-2002 or 2007-2009 if we feel it is prudent to try and preserve principle.

*Past Performance is no guarantee of future results and the stated goals may or may not be achieved.