Our Investment Philosophy
Our investment philosophy is based on the belief that markets fluctuate. Market environments and returns may ultimately be predicted with average annual returns over long periods of time (50 years), but for intermediate periods of time (5-10 years), performance may differ greatly from long term averages. Mean performance of markets over very long periods of time is no guarantee of annual returns and is an overly simplistic and overused way of selling investment products by Wall Street and many "Financial Planners".
Investment Style
Phalanx Wealth Management employs tactical asset allocation. This strategy allows Phalanx Wealth Management to create extra value by taking advantage of certain situations in the marketplace. It is a moderately active strategy since we return to the portfolio's original strategic asset mix when desired results are achieved.
Process:
We believe in customized investment plans based on a consistent portfolio management process.
