You don't need us to tell you that investing is not without risk. We attempt to minimize that by striking a proper balance between reward and reasonable risk.
The successful investing discipline we’ve developed over many years provides solid risk management:
We work with market conditions - not against. There are times to be fully invested and, on occasion, times to be more defensively oriented.
We know in advance what specific conditions will cause a security to be sold with pre-established guardrails, minimizing potential losses. Maintaining diverse holdings across multiple industries of high quality, fundamentally sound, liquid securities provides a solid investment base.
Money market (cash) reserves will naturally increase during poor market conditions.