Tuttle Wealth Management was founded with the purpose of helping clients create a business plan for life. Innovative and customized investment strategies are designed and applied through a comprehensive wealth management program.
Tuttle Wealth Management, LLC (TWM) is an SEC Registered Investment Advisor managing assets for institutions and moderate to high net worth individuals.
At Tuttle Wealth Management, not losing money is equally as important as making money.
When it comes to financial management, it seems no matter where you look, you will notice a pattern of "my way is better." The managers at the helm of their respective investments (within their investment style) will strive to have you believe that their segment of the market will outperform the others. Value-style managers will contend that value will outperform the other styles; growth managers will maintain that growth will out-perform; and filtering on down, large-cap will do better than small-cap, and vice-versa, etc.
Not knowing which route to take, many investors emerge from the experience confused or frustrated. Or both.
Direction
Extra care is demanded in today's market climate. The classic buy & hold allocation approach may not work as well today, as many portfolios are rebalanced without regard for market conditions. Compare this to setting sail for a far-off island, adjusting the rigging and rudder once at the outset. By not compensating for changing conditions, you end up simply trusting you will arrive at your destination.
The truth is, market conditions change. Generally one style is not superior over another; however, certain styles can be superior during specific market trends. The answer may be found in selective navigation: being in the right style at the right time, or at times out of the market completely (not locked into a particular style that cycles in and out of favor).
"The pessimist complains about the wind; the optimist expects it to change; the realist adjusts the sails." -William Arthur Ward (1921-1994)
The solution may be to incorporate a management process that can adjust to all styles, establishing a desired balance of protecting capital while pursuing growth. This is the heart of Tactical Management.
The Foundation of Tactical Management
We believe tactical portfolio management requires three foundational goals:
1. Guarding against major long-term loss
2. Having [liquid] cash assets available at major market opportunities
3. Seeking out market opportunities with less risk
Custody and Regulatory Oversight
TWM does not take custody of client assets. All assets are held in accounts in the client's name with third party custodians such as Fidelity Investments. We operate in a highly regulated industry, subject to the regulations of the Securities and Exchange Commission (SEC).
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