Our Three-Part Wealth Management Process breaks down as follows:
Part 1 – Fundamental Analysis
ACG employs a strategy of investing based on daily risk management and real-time analytics. Our intraday macro and sector analysis tracks opportunity and risks globally on asset classes and specific sectors in real-time. This multifactor model guides our individual position weightings. Our fundamental research analysis helps decide if existing market conditions are favorable or unfavorable for generating profitable returns.
Part 2 – Relative Strength
We evaluate the supply and demand forces of particular asset classes and rank them from strongest to weakest, based on relative strength. Daily asset class comparisons help to determine which are the strongest and weakest. Thousands of calculations support the process to determine emerging market leaders.
Part 3 – Risk Management
One of the most important parts of risk management is having a sell discipline. When risk is too high, we make significant allocation changes to protect your capital. This disciplined, objective, model-driven approach fosters a degree of confidence above and beyond static asset allocation strategies. Spreading exposure across several asset classes reduces risk in the overall portfolio.
The tactical side of the asset allocation strategy leverages a multi-factor model to determine the weighting of each asset class, which fluctuates over time, depending on current market trends. This approach examines six asset classes – Domestic Equities, International Equities, Commodities, Currencies, Fixed Income, and Cash Alternatives to determine the proper emphasis based on a relative strength ranking system.