After extensive research with an
industry leader in investment management, we concluded that every investment
portfolio must be dynamic. Without a
provision for ongoing tactical asset allocation adjustments based on
macroeconomic and geopolitical events, such as interest rate changes and market
cycles, an investment portfolio becomes exposed to excess risk and lackluster investment
performance because the portfolio was constructed based on the investment
environment and the “buy and hold” philosophy of yesteryear.
Performance and risk in the traditional “buy
and hold” portfolio are at the mercy of the markets. Instead of letting the markets control their
investments; FFPI's clients would rather trust their portfolios to
a Fee-Only Registered Investment Advisory firm that reduces volatility by
actively managing risk and taking advantage of low-expense alternative
investments whose performance has minimal exposure to the volatility of
the stock markets.